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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 | $17,010 | $165,381-89.7% | $149,730-88.6% | $158,966-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 126.36% | 348.29%-221.9pp | 276.70%-150.3pp | 302.95%-176.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $15,134 | $7,182+110.7% | $6,843+121.2% | $5,983+152.9% |
| Admin fee / account holder | $296 | $10,809-97.3% | $9,310-96.8% | $11,250-97.4% |