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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 | $16,559 | $154,193-89.3% | $130,045-87.3% | $139,466-88.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 32.10% | 32.51%-0.4pp | -137.30%+169.4pp | 373.66%-341.6pp |
| Employer contribution / active EE | $4,205 | $5,292-20.5% | $4,321-2.7% | $4,754-11.5% |
| Participant deferral / active EE | $4,447 | $6,709-33.7% | $5,820-23.6% | $6,712-33.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |