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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 | $21,050 | $227,291-90.7% | $214,702-90.2% | $155,188-86.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 25.05% | 60.08%-35.0pp | 54.55%-29.5pp | 148.84%-123.8pp |
| Employer contribution / active EE | $3,000 | $6,772-55.7% | $6,461-53.6% | $4,248-29.4% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |