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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 | $19,773 | $234,190-91.6% | $180,320-89.0% | $198,609-90.0% |
| Participation rate | 72.2% | 77.1%-4.9pp | 71.5%+0.7pp | 82.4%-10.2pp |
| Annual return | 21.61% | 1057.44%-1035.8pp | 778.54%-756.9pp | 202.70%-181.1pp |
| Employer contribution / active EE | $2,623 | $5,258-50.1% | $4,108-36.1% | $5,055-48.1% |
| Participant deferral / active EE | $4,736 | $4,988-5.1% | $4,304+10.0% | $6,977-32.1% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |