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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 | $15,879 | $157,276-89.9% | $141,177-88.8% | $152,885-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 51.67% | 64.33%-12.7pp | 71.40%-19.7pp | 345.39%-293.7pp |
| Employer contribution / active EE | $4,805 | $5,262-8.7% | $4,736+1.5% | $4,763+0.9% |
| Participant deferral / active EE | $9,901 | $7,110+39.2% | $6,710+47.6% | $5,851+69.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |