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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 | $24,739 | $201,259-87.7% | $184,200-86.6% | $145,959-83.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 60.93% | 28.98%+31.9pp | 28.80%+32.1pp | 561.95%-501.0pp |
| Employer contribution / active EE | $2,500 | $7,018-64.4% | $6,424-61.1% | $4,661-46.4% |
| Participant deferral / active EE | $7,692 | $9,806-21.6% | $9,132-15.8% | $6,689+15.0% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |