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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 | $20,597 | $150,447-86.3% | $136,298-84.9% | $147,586-86.0% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 19.71% | 1049.15%-1029.4pp | 5156.27%-5136.6pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,625 | $5,256-50.1% | $4,696-44.1% | $4,876-46.2% |
| Participant deferral / active EE | $5,884 | $6,631-11.3% | $6,247-5.8% | $5,439+8.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |