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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 | $24,718 | $183,988-86.6% | $162,177-84.8% | $152,897-83.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.19% | 150.79%-137.6pp | 115.60%-102.4pp | 345.43%-332.2pp |
| Employer contribution / active EE | $2,369 | $6,370-62.8% | $5,613-57.8% | $4,764-50.3% |
| Participant deferral / active EE | $3,634 | $8,032-54.8% | $7,297-50.2% | $5,851-37.9% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |