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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 | $13,187 | $112,121-88.2% | $95,960-86.3% | $158,966-91.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 22.49% | 171.16%-148.7pp | 91.63%-69.1pp | 302.95%-280.5pp |
| Employer contribution / active EE | $836 | $3,199-73.9% | $2,541-67.1% | $4,762-82.4% |
| Participant deferral / active EE | $1,714 | $4,784-64.2% | $4,167-58.9% | $5,983-71.4% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |