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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 | $19,961 | $157,296-87.3% | $141,191-85.9% | $152,897-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.05% | 64.34%-23.3pp | 71.41%-30.4pp | 345.43%-304.4pp |
| Employer contribution / active EE | $2,160 | $5,262-58.9% | $4,736-54.4% | $4,764-54.7% |
| Participant deferral / active EE | $10,377 | $7,111+45.9% | $6,710+54.7% | $5,851+77.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |