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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 | $23,876 | $150,445-84.1% | $136,297-82.5% | $147,585-83.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 28.64% | 1049.14%-1020.5pp | 5156.16%-5127.5pp | 578.57%-549.9pp |
| Employer contribution / active EE | $2,498 | $5,256-52.5% | $4,696-46.8% | $4,876-48.8% |
| Participant deferral / active EE | $6,584 | $6,631-0.7% | $6,247+5.4% | $5,439+21.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |