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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 | $18,714 | $103,392-81.9% | $87,104-78.5% | $152,897-87.8% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.9%+18.1pp | 82.5%+12.5pp |
| Annual return | 214.99% | 28.10%+186.9pp | 28.19%+186.8pp | 345.43%-130.4pp |
| Employer contribution / active EE | $1,084 | $3,221-66.3% | $2,521-57.0% | $4,764-77.2% |
| Participant deferral / active EE | $7,794 | $4,778+63.1% | $4,048+92.5% | $5,851+33.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |