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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 | $17,312 | $183,988-90.6% | $162,177-89.3% | $152,897-88.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.54% | 150.79%-125.3pp | 115.60%-90.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,929 | $6,370-69.7% | $5,613-65.6% | $4,764-59.5% |
| Participant deferral / active EE | $3,792 | $8,032-52.8% | $7,297-48.0% | $5,851-35.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |