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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 | $13,557 | $115,903-88.3% | $100,528-86.5% | $158,966-91.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 85.25% | 34.80%+50.4pp | 30.90%+54.4pp | 302.95%-217.7pp |
| Employer contribution / active EE | $2,516 | $4,105-38.7% | $3,419-26.4% | $4,762-47.2% |
| Participant deferral / active EE | $7,056 | $6,677+5.7% | $6,271+12.5% | $5,983+17.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |