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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 | $19,171 | $144,130-86.7% | $117,861-83.7% | $147,586-87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.60% | 531.20%-520.6pp | 335.11%-324.5pp | 578.59%-568.0pp |
| Employer contribution / active EE | $3,470 | $4,897-29.1% | $3,786-8.4% | $4,876-28.8% |
| Participant deferral / active EE | $6,314 | $5,316+18.8% | $4,482+40.9% | $5,439+16.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |