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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 | $13,233 | $96,123-86.2% | $77,361-82.9% | $198,609-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 20.75% | 2054.81%-2034.1pp | 1011.54%-990.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $4,098 | $3,791+8.1% | $2,990+37.1% | $5,055-18.9% |
| Participant deferral / active EE | $4,486 | $4,975-9.8% | $3,911+14.7% | $6,977-35.7% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |