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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 | $15,481 | $884,045-98.2% | $453,569-96.6% | $167,553-90.8% |
| Participation rate | 71.4% | 81.6%-10.1pp | 78.0%-6.6pp | 82.1%-10.7pp |
| Annual return | 13.06% | 29.49%-16.4pp | 64.43%-51.4pp | 478.89%-465.8pp |
| Employer contribution / active EE | $1,919 | $5,538-65.4% | $4,072-52.9% | $4,840-60.4% |
| Participant deferral / active EE | $2,259 | $7,898-71.4% | $6,211-63.6% | $6,343-64.4% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,316-100.0% |