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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 | $13,525 | $198,461-93.2% | $170,436-92.1% | $147,585-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 38.83% | 257.30%-218.5pp | 205.94%-167.1pp | 578.57%-539.7pp |
| Employer contribution / active EE | $2,088 | $6,184-66.2% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $6,116 | $5,629+8.6% | $4,939+23.8% | $5,439+12.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |