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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 | $19,992 | $198,457-89.9% | $170,435-88.3% | $147,586-86.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.96% | 257.30%-233.3pp | 205.94%-182.0pp | 578.59%-554.6pp |
| Employer contribution / active EE | $2,561 | $6,183-58.6% | $5,432-52.9% | $4,876-47.5% |
| Participant deferral / active EE | $5,785 | $5,629+2.8% | $4,939+17.1% | $5,439+6.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |