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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 | $14,186 | $63,346-77.6% | $92,240-84.6% | $70,126-79.8% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 16.07% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,416 | $2,471+38.2% | $3,680-7.2% | $2,343+45.8% |
| Participant deferral / active EE | $4,060 | $2,854+42.3% | $3,897+4.2% | $3,332+21.8% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |