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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 | $11,053 | $57,350-80.7% | $83,850-86.8% | $64,181-82.8% |
| Participation rate | 82.8% | 68.6%+14.2pp | 76.1%+6.6pp | 69.6%+13.2pp |
| Annual return | 61.92% | 11.38%+50.5pp | 850.92%-789.0pp | 7.63%+54.3pp |
| Employer contribution / active EE | $1,650 | $2,545-35.2% | $3,631-54.6% | $2,381-30.7% |
| Participant deferral / active EE | $3,311 | $2,993+10.6% | $4,082-18.9% | $3,470-4.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |