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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 | $8,103 | $183,627-95.6% | $155,602-94.8% | $145,978-94.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.96% | 61.32%-27.4pp | 64.81%-30.8pp | 550.52%-516.6pp |
| Employer contribution / active EE | $3,479 | $5,316-34.6% | $4,675-25.6% | $4,662-25.4% |
| Participant deferral / active EE | $3,130 | $6,466-51.6% | $5,629-44.4% | $6,690-53.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |