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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 | $18,508 | $171,867-89.2% | $149,716-87.6% | $147,585-87.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.34% | 2113.36%-2095.0pp | 1501.67%-1483.3pp | 578.58%-560.2pp |
| Employer contribution / active EE | $4,032 | $6,275-35.7% | $5,444-25.9% | $4,876-17.3% |
| Participant deferral / active EE | $3,813 | $7,270-47.6% | $6,568-41.9% | $5,439-29.9% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |