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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,639 | $168,635-92.5% | $147,617-91.4% | $125,389-89.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 85.09% | 77.65%+7.4pp | 61.98%+23.1pp | 282.24%-197.1pp |
| Employer contribution / active EE | $1,809 | $6,252-71.1% | $5,564-67.5% | $4,866-62.8% |
| Participant deferral / active EE | $2,565 | $5,507-53.4% | $4,895-47.6% | $5,352-52.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |