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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 | $17,944 | $99,652-82.0% | $78,778-77.2% | $147,585-87.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 59.17% | 47.28%+11.9pp | 35.62%+23.5pp | 578.58%-519.4pp |
| Employer contribution / active EE | $4,697 | $2,796+68.0% | $1,986+136.5% | $4,876-3.7% |
| Participant deferral / active EE | $7,597 | $3,664+107.4% | $2,958+156.8% | $5,439+39.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |