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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 | $17,972 | $112,933-84.1% | $90,970-80.2% | $158,982-88.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 14.38% | 215.82%-201.4pp | 134.60%-120.2pp | 302.99%-288.6pp |
| Employer contribution / active EE | $488 | $2,893-83.1% | $2,122-77.0% | $4,763-89.7% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |