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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 | $14,733 | $176,688-91.7% | $130,660-88.7% | $152,897-90.4% |
| Participation rate | 76.9% | 79.0%-2.0pp | 71.7%+5.2pp | 82.5%-5.5pp |
| Annual return | 28.14% | 2693.08%-2664.9pp | 1709.29%-1681.2pp | 345.43%-317.3pp |
| Employer contribution / active EE | $1,172 | $5,743-79.6% | $4,092-71.4% | $4,764-75.4% |
| Participant deferral / active EE | $3,467 | $4,362-20.5% | $3,603-3.8% | $5,851-40.7% |
| Admin fee / account holder | $101 | $7,131-98.6% | $5,463-98.2% | $11,599-99.1% |