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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 | $22,271 | $234,190-90.5% | $180,320-87.6% | $198,609-88.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 22.96% | 1057.44%-1034.5pp | 778.54%-755.6pp | 202.70%-179.7pp |
| Employer contribution / active EE | $3,385 | $5,258-35.6% | $4,108-17.6% | $5,055-33.0% |
| Participant deferral / active EE | $6,771 | $4,988+35.7% | $4,304+57.3% | $6,977-3.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |