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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 | $166,242-87.1% | $165,071-87.0% | $145,884-85.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.52% | 100.44%-79.9pp | 70.17%-49.7pp | 551.85%-531.3pp |
| Employer contribution / active EE | $5,921 | $5,283+12.1% | $4,347+36.2% | $4,662+27.0% |
| Participant deferral / active EE | $10,750 | $6,964+54.4% | $6,035+78.1% | $6,690+60.7% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |