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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 | $20,959 | $198,457-89.4% | $170,435-87.7% | $147,586-85.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.02% | 257.30%-246.3pp | 205.94%-194.9pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,396 | $6,183-77.4% | $5,432-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $4,198 | $5,629-25.4% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |