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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 | $14,126 | $165,381-91.5% | $149,730-90.6% | $158,966-91.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.41% | 348.29%-320.9pp | 276.70%-249.3pp | 302.95%-275.5pp |
| Employer contribution / active EE | $1,669 | $5,104-67.3% | $4,645-64.1% | $4,762-64.9% |
| Participant deferral / active EE | $12,536 | $7,182+74.5% | $6,843+83.2% | $5,983+109.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |