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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 | $15,534 | $165,381-90.6% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.91% | 348.29%-306.4pp | 276.70%-234.8pp | 302.95%-261.0pp |
| Employer contribution / active EE | $2,403 | $5,104-52.9% | $4,645-48.3% | $4,762-49.5% |
| Participant deferral / active EE | $9,606 | $7,182+33.7% | $6,843+40.4% | $5,983+60.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |