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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 | $13,884 | $138,075-89.9% | $123,552-88.8% | $135,379-89.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 31.86% | 153.70%-121.8pp | 119.20%-87.3pp | 519.79%-487.9pp |
| Employer contribution / active EE | $4,562 | $5,152-11.5% | $4,628-1.4% | $4,779-4.5% |
| Participant deferral / active EE | $6,541 | $6,800-3.8% | $6,426+1.8% | $5,609+16.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |