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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 | $15,605 | $175,231-91.1% | $149,696-89.6% | $139,466-88.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 114.98% | 166.77%-51.8pp | 134.46%-19.5pp | 373.66%-258.7pp |
| Employer contribution / active EE | $2,003 | $5,478-63.4% | $4,821-58.5% | $4,754-57.9% |
| Participant deferral / active EE | $4,945 | $6,521-24.2% | $5,682-13.0% | $6,712-26.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |