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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 | $17,046 | $217,432-92.2% | $185,851-90.8% | $167,553-89.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.25% | 148.43%-139.2pp | 122.11%-112.9pp | 478.89%-469.6pp |
| Employer contribution / active EE | $5,057 | $5,874-13.9% | $5,168-2.2% | $4,840+4.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |