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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 | $8,818 | $157,296-94.4% | $141,191-93.8% | $152,897-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 216.57% | 64.34%+152.2pp | 71.41%+145.2pp | 345.43%-128.9pp |
| Employer contribution / active EE | $3,060 | $5,262-41.9% | $4,736-35.4% | $4,764-35.8% |
| Participant deferral / active EE | $5,540 | $7,111-22.1% | $6,710-17.4% | $5,851-5.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |