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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 | $21,391 | $197,637-89.2% | $177,848-88.0% | $158,982-86.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.14% | 58.77%-36.6pp | 48.33%-26.2pp | 302.99%-280.9pp |
| Employer contribution / active EE | $1,983 | $6,698-70.4% | $5,919-66.5% | $4,763-58.4% |
| Participant deferral / active EE | $3,583 | $8,405-57.4% | $7,714-53.5% | $5,983-40.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |