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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 | $14,247 | $185,883-92.3% | $170,043-91.6% | $139,466-89.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 51.68% | 60.54%-8.9pp | 53.40%-1.7pp | 373.66%-322.0pp |
| Employer contribution / active EE | $3,058 | $7,596-59.7% | $6,790-55.0% | $4,754-35.7% |
| Participant deferral / active EE | $7,139 | $11,626-38.6% | $10,410-31.4% | $6,712+6.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |