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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 | $26,816 | $198,457-86.5% | $170,435-84.3% | $147,586-81.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.69% | 257.30%-238.6pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $2,650 | $6,183-57.1% | $5,432-51.2% | $4,876-45.7% |
| Participant deferral / active EE | $3,729 | $5,629-33.8% | $4,939-24.5% | $5,439-31.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |