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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 | $11,300 | $217,432-94.8% | $185,849-93.9% | $167,536-93.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.83% | 148.42%-127.6pp | 122.10%-101.3pp | 478.82%-458.0pp |
| Employer contribution / active EE | $3,762 | $5,875-36.0% | $5,169-27.2% | $4,839-22.3% |
| Participant deferral / active EE | $4,614 | $6,357-27.4% | $5,569-17.2% | $6,342-27.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |