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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 | $27,441 | $171,867-84.0% | $149,721-81.7% | $147,586-81.4% |
| Participation rate | 93.3% | 88.2%+5.1pp | 87.1%+6.3pp | 82.8%+10.5pp |
| Annual return | 16.45% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,011 | $6,275-68.0% | $5,444-63.1% | $4,876-58.8% |
| Participant deferral / active EE | $3,976 | $7,270-45.3% | $6,568-39.5% | $5,439-26.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |