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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 | $13,532 | $171,867-92.1% | $149,716-91.0% | $147,585-90.8% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 40.60% | 2113.36%-2072.8pp | 1501.67%-1461.1pp | 578.58%-538.0pp |
| Employer contribution / active EE | $2,279 | $6,275-63.7% | $5,444-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $3,480 | $7,270-52.1% | $6,568-47.0% | $5,439-36.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |