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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 | $31,496 | $198,457-84.1% | $170,435-81.5% | $147,586-78.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.44% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,559 | $6,183-74.8% | $5,432-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $8,474 | $5,629+50.5% | $4,939+71.6% | $5,439+55.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |