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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 | $24,913 | $209,422-88.1% | $178,503-86.0% | $158,982-84.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.22% | 188.81%-135.6pp | 151.12%-97.9pp | 302.99%-249.8pp |
| Employer contribution / active EE | $4,000 | $5,707-29.9% | $5,011-20.2% | $4,763-16.0% |
| Participant deferral / active EE | $13,750 | $5,955+130.9% | $5,202+164.3% | $5,983+129.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |