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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 | $15,763 | $150,442-89.5% | $136,295-88.4% | $147,585-89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.66% | 1049.09%-1024.4pp | 5155.97%-5131.3pp | 578.56%-553.9pp |
| Employer contribution / active EE | $1,086 | $5,256-79.3% | $4,695-76.9% | $4,876-77.7% |
| Participant deferral / active EE | $4,343 | $6,630-34.5% | $6,247-30.5% | $5,439-20.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |