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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 | $20,343 | $198,462-89.7% | $170,439-88.1% | $147,585-86.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 29.44% | 257.30%-227.9pp | 205.94%-176.5pp | 578.58%-549.1pp |
| Employer contribution / active EE | $2,591 | $6,184-58.1% | $5,433-52.3% | $4,876-46.9% |
| Participant deferral / active EE | $7,772 | $5,629+38.1% | $4,939+57.3% | $5,439+42.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |