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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 | $21,430 | $166,020-87.1% | $164,866-87.0% | $145,959-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.52% | 100.08%-79.6pp | 69.97%-49.4pp | 561.95%-541.4pp |
| Employer contribution / active EE | $5,921 | $5,275+12.3% | $4,343+36.4% | $4,661+27.0% |
| Participant deferral / active EE | $10,750 | $6,961+54.4% | $6,033+78.2% | $6,689+60.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |