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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 | $6,235 | $175,212-96.4% | $149,682-95.8% | $139,427-95.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.24% | 166.63%-133.4pp | 134.35%-101.1pp | 373.27%-340.0pp |
| Employer contribution / active EE | $2,283 | $5,475-58.3% | $4,818-52.6% | $4,752-52.0% |
| Participant deferral / active EE | $2,283 | $6,520-65.0% | $5,681-59.8% | $6,711-66.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |