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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 | $19,859 | $99,652-80.1% | $78,778-74.8% | $147,586-86.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 23.08% | 47.28%-24.2pp | 35.62%-12.5pp | 578.59%-555.5pp |
| Employer contribution / active EE | $3,958 | $2,796+41.6% | $1,986+99.3% | $4,876-18.8% |
| Participant deferral / active EE | $1,622 | $3,664-55.7% | $2,958-45.2% | $5,439-70.2% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |