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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 | $17,334 | $154,209-88.8% | $130,062-86.7% | $139,487-87.6% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 256.28% | 32.52%+223.8pp | -137.37%+393.6pp | 373.84%-117.6pp |
| Employer contribution / active EE | $2,732 | $5,292-48.4% | $4,322-36.8% | $4,755-42.5% |
| Participant deferral / active EE | $7,436 | $6,709+10.8% | $5,821+27.7% | $6,713+10.8% |
| Admin fee / account holder | $11 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |