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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 | $28,611 | $209,422-86.3% | $178,503-84.0% | $158,982-82.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.63% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $2,004 | $5,707-64.9% | $5,011-60.0% | $4,763-57.9% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |