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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 | $27,527 | $198,457-86.1% | $170,435-83.8% | $147,586-81.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.63% | 257.30%-247.7pp | 205.94%-196.3pp | 578.59%-569.0pp |
| Employer contribution / active EE | $2,488 | $6,183-59.8% | $5,432-54.2% | $4,876-49.0% |
| Participant deferral / active EE | $7,994 | $5,629+42.0% | $4,939+61.8% | $5,439+47.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |