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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 | $17,031 | $118,695-85.7% | $98,916-82.8% | $158,950-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.07% | 372.39%-349.3pp | 196.45%-173.4pp | 302.91%-279.8pp |
| Employer contribution / active EE | $2,884 | $3,333-13.5% | $2,689+7.2% | $4,762-39.4% |
| Participant deferral / active EE | $2,884 | $5,088-43.3% | $4,245-32.1% | $5,983-51.8% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,642-100.0% | $11,248-100.0% |