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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 | $18,829 | $176,120-89.3% | $159,487-88.2% | $167,553-88.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.66% | 331.95%-306.3pp | 263.71%-238.0pp | 478.89%-453.2pp |
| Employer contribution / active EE | $3,957 | $5,299-25.3% | $4,831-18.1% | $4,840-18.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |