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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 | $16,828 | $150,447-88.8% | $136,298-87.7% | $147,586-88.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.14% | 1049.15%-1018.0pp | 5156.27%-5125.1pp | 578.59%-547.5pp |
| Employer contribution / active EE | $2,869 | $5,256-45.4% | $4,696-38.9% | $4,876-41.2% |
| Participant deferral / active EE | $8,177 | $6,631+23.3% | $6,247+30.9% | $5,439+50.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |