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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 | $16,474 | $112,915-85.4% | $90,965-81.9% | $158,950-89.6% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 79.16% | 215.75%-136.6pp | 134.57%-55.4pp | 302.91%-223.7pp |
| Employer contribution / active EE | $2,887 | $2,894-0.2% | $2,122+36.0% | $4,762-39.4% |
| Participant deferral / active EE | $6,968 | $4,128+68.8% | $3,373+106.6% | $5,983+16.5% |
| Admin fee / account holder | $1 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |