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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 | $23,269 | $144,130-83.9% | $117,861-80.3% | $147,586-84.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.72% | 531.20%-517.5pp | 335.11%-321.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $2,089 | $4,897-57.3% | $3,786-44.8% | $4,876-57.2% |
| Participant deferral / active EE | $6,352 | $5,316+19.5% | $4,482+41.7% | $5,439+16.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |