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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 | $17,113 | $198,461-91.4% | $170,436-90.0% | $147,585-88.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.21% | 257.30%-244.1pp | 205.94%-192.7pp | 578.57%-565.4pp |
| Employer contribution / active EE | $4,680 | $6,184-24.3% | $5,433-13.9% | $4,876-4.0% |
| Participant deferral / active EE | $4,680 | $5,629-16.9% | $4,939-5.3% | $5,439-13.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |