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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 | $19,315 | $99,652-80.6% | $78,778-75.5% | $147,586-86.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 21.97% | 47.28%-25.3pp | 35.62%-13.6pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,064 | $2,796-62.0% | $1,986-46.4% | $4,876-78.2% |
| Participant deferral / active EE | $4,254 | $3,664+16.1% | $2,958+43.8% | $5,439-21.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |