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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 | $7,608 | $152,619-95.0% | $125,195-93.9% | $152,909-95.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 79.52% | 54.85%+24.7pp | 43.79%+35.7pp | 345.46%-265.9pp |
| Employer contribution / active EE | $2,026 | $4,947-59.1% | $3,866-47.6% | $4,764-57.5% |
| Participant deferral / active EE | $2,419 | $5,869-58.8% | $4,937-51.0% | $5,851-58.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |