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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 | $3,999 | $183,592-97.8% | $155,574-97.4% | $145,877-97.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 213.67% | 61.37%+152.3pp | 64.87%+148.8pp | 551.28%-337.6pp |
| Employer contribution / active EE | $3,026 | $5,317-43.1% | $4,676-35.3% | $4,663-35.1% |
| Participant deferral / active EE | $4,535 | $6,466-29.9% | $5,629-19.4% | $6,691-32.2% |
| Admin fee / account holder | $1 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |