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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 | $20,587 | $118,708-82.7% | $98,920-79.2% | $158,982-87.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.92% | 372.49%-357.6pp | 196.47%-181.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $3,400 | $3,334+2.0% | $2,689+26.4% | $4,763-28.6% |
| Participant deferral / active EE | $2,990 | $5,089-41.2% | $4,245-29.6% | $5,983-50.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |