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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 | $32,615 | $183,988-82.3% | $162,177-79.9% | $152,897-78.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 48.92% | 150.79%-101.9pp | 115.60%-66.7pp | 345.43%-296.5pp |
| Employer contribution / active EE | $2,525 | $6,370-60.4% | $5,613-55.0% | $4,764-47.0% |
| Participant deferral / active EE | $5,348 | $8,032-33.4% | $7,297-26.7% | $5,851-8.6% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |