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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 | $19,337 | $144,130-86.6% | $117,861-83.6% | $147,586-86.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.42% | 531.20%-515.8pp | 335.11%-319.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,081 | $4,897-57.5% | $3,786-45.1% | $4,876-57.3% |
| Participant deferral / active EE | $2,125 | $5,316-60.0% | $4,482-52.6% | $5,439-60.9% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |