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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 | $30,580 | $183,978-83.4% | $162,171-81.1% | $152,885-80.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.46% | 150.78%-122.3pp | 115.60%-87.1pp | 345.39%-316.9pp |
| Employer contribution / active EE | $3,087 | $6,370-51.5% | $5,613-45.0% | $4,763-35.2% |
| Participant deferral / active EE | $3,768 | $8,033-53.1% | $7,297-48.4% | $5,851-35.6% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |