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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 | $11,998 | $175,231-93.2% | $149,696-92.0% | $139,466-91.4% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 39.38% | 166.77%-127.4pp | 134.46%-95.1pp | 373.66%-334.3pp |
| Employer contribution / active EE | $2,189 | $5,478-60.0% | $4,821-54.6% | $4,754-54.0% |
| Participant deferral / active EE | $3,310 | $6,521-49.3% | $5,682-41.8% | $6,712-50.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |