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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 | $17,001 | $112,121-84.8% | $95,960-82.3% | $158,966-89.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 130.57% | 171.16%-40.6pp | 91.63%+38.9pp | 302.95%-172.4pp |
| Employer contribution / active EE | $2,111 | $3,199-34.0% | $2,541-16.9% | $4,762-55.7% |
| Participant deferral / active EE | $10,291 | $4,784+115.1% | $4,167+147.0% | $5,983+72.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |