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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 | $13,221 | $112,131-88.2% | $95,964-86.2% | $158,982-91.7% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 68.09% | 171.19%-103.1pp | 91.64%-23.6pp | 302.99%-234.9pp |
| Employer contribution / active EE | $1,776 | $3,199-44.5% | $2,541-30.1% | $4,763-62.7% |
| Participant deferral / active EE | $6,029 | $4,784+26.0% | $4,167+44.7% | $5,983+0.8% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |