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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 | $26,483 | $183,978-85.6% | $162,171-83.7% | $152,885-82.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 42.63% | 150.78%-108.2pp | 115.60%-73.0pp | 345.39%-302.8pp |
| Employer contribution / active EE | $3,937 | $6,370-38.2% | $5,613-29.9% | $4,763-17.3% |
| Participant deferral / active EE | $11,369 | $8,033+41.5% | $7,297+55.8% | $5,851+94.3% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |