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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 | $11,524 | $121,656-90.5% | $104,614-89.0% | $158,950-92.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.61% | 465.51%-447.9pp | 340.56%-323.0pp | 302.91%-285.3pp |
| Employer contribution / active EE | $2,873 | $3,164-9.2% | $2,681+7.2% | $4,762-39.7% |
| Participant deferral / active EE | $3,271 | $4,177-21.7% | $3,739-12.5% | $5,983-45.3% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |