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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 | $8,464 | $175,231-95.2% | $149,696-94.3% | $139,466-93.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.25% | 166.77%-126.5pp | 134.46%-94.2pp | 373.66%-333.4pp |
| Employer contribution / active EE | $2,160 | $5,478-60.6% | $4,821-55.2% | $4,754-54.6% |
| Participant deferral / active EE | $2,760 | $6,521-57.7% | $5,682-51.4% | $6,712-58.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |