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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 | $20,366 | $144,124-85.9% | $117,857-82.7% | $147,585-86.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.64% | 531.17%-503.5pp | 335.09%-307.4pp | 578.57%-550.9pp |
| Employer contribution / active EE | $1,556 | $4,897-68.2% | $3,786-58.9% | $4,876-68.1% |
| Participant deferral / active EE | $8,070 | $5,316+51.8% | $4,482+80.1% | $5,439+48.4% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |