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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 | $21,574 | $157,276-86.3% | $141,177-84.7% | $152,885-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 106.58% | 64.33%+42.2pp | 71.40%+35.2pp | 345.39%-238.8pp |
| Employer contribution / active EE | $2,408 | $5,262-54.2% | $4,736-49.2% | $4,763-49.4% |
| Participant deferral / active EE | $20,300 | $7,110+185.5% | $6,710+202.5% | $5,851+247.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |