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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 | $22,676 | $171,867-86.8% | $149,721-84.9% | $147,586-84.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.80% | 2113.36%-2094.6pp | 1501.67%-1482.9pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,270 | $6,275-63.8% | $5,444-58.3% | $4,876-53.5% |
| Participant deferral / active EE | $8,260 | $7,270+13.6% | $6,568+25.8% | $5,439+51.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |