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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 | $17,387 | $198,462-91.2% | $170,439-89.8% | $147,585-88.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.59% | 257.30%-241.7pp | 205.94%-190.3pp | 578.58%-563.0pp |
| Employer contribution / active EE | $1,357 | $6,184-78.1% | $5,433-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $2,446 | $5,629-56.5% | $4,939-50.5% | $5,439-55.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |