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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 | $16,564 | $226,105-92.7% | $182,540-90.9% | $152,897-89.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.71% | 192.58%-171.9pp | 148.58%-127.9pp | 345.43%-324.7pp |
| Employer contribution / active EE | $2,340 | $4,978-53.0% | $4,076-42.6% | $4,764-50.9% |
| Participant deferral / active EE | $3,841 | $6,370-39.7% | $5,525-30.5% | $5,851-34.4% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |