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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 | $11,979 | $135,956-91.2% | $123,894-90.3% | $273,972-95.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 313.99% | 56.63%+257.4pp | 47.52%+266.5pp | 41.46%+272.5pp |
| Employer contribution / active EE | $2,661 | $5,170-48.5% | $4,617-42.4% | $4,869-45.3% |
| Participant deferral / active EE | $8,779 | $6,343+38.4% | $5,984+46.7% | $5,287+66.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |