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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 | $166,131-87.1% | $164,975-87.0% | $145,877-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.52% | 100.37%-79.8pp | 70.12%-49.6pp | 551.28%-530.8pp |
| Employer contribution / active EE | $5,921 | $5,276+12.2% | $4,343+36.4% | $4,663+27.0% |
| Participant deferral / active EE | $10,750 | $6,962+54.4% | $6,033+78.2% | $6,691+60.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |