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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 | $13,953 | $107,353-87.0% | $92,903-85.0% | $152,885-90.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 30.17% | 145.62%-115.4pp | 109.43%-79.3pp | 345.39%-315.2pp |
| Employer contribution / active EE | $2,083 | $4,222-50.7% | $3,653-43.0% | $4,763-56.3% |
| Participant deferral / active EE | $4,203 | $4,848-13.3% | $4,238-0.8% | $5,851-28.2% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |