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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 | $18,291 | $157,296-88.4% | $141,191-87.0% | $152,897-88.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 311.39% | 64.34%+247.0pp | 71.41%+240.0pp | 345.43%-34.0pp |
| Employer contribution / active EE | $2,080 | $5,262-60.5% | $4,736-56.1% | $4,764-56.3% |
| Participant deferral / active EE | $4,341 | $7,111-38.9% | $6,710-35.3% | $5,851-25.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |