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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 | $22,838 | $152,612-85.0% | $125,192-81.8% | $152,897-85.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 39.33% | 54.85%-15.5pp | 43.79%-4.5pp | 345.43%-306.1pp |
| Employer contribution / active EE | $4,913 | $4,947-0.7% | $3,866+27.1% | $4,764+3.1% |
| Participant deferral / active EE | $9,585 | $5,868+63.3% | $4,937+94.1% | $5,851+63.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |