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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 | $17,150 | $176,402-90.3% | $134,162-87.2% | $158,982-89.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 52.15% | 63.66%-11.5pp | 36.35%+15.8pp | 302.99%-250.8pp |
| Employer contribution / active EE | $2,752 | $5,042-45.4% | $3,705-25.7% | $4,763-42.2% |
| Participant deferral / active EE | $2,846 | $4,093-30.5% | $3,500-18.7% | $5,983-52.4% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |