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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 | $23,487 | $162,812-85.6% | $133,971-82.5% | $158,966-85.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 768.21% | 41.94%+726.3pp | 45.09%+723.1pp | 302.95%+465.3pp |
| Employer contribution / active EE | $3,056 | $4,976-38.6% | $3,919-22.0% | $4,762-35.8% |
| Participant deferral / active EE | $6,822 | $5,910+15.4% | $5,047+35.2% | $5,983+14.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |