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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 | $18,863 | $171,867-89.0% | $149,721-87.4% | $147,586-87.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.77% | 2113.36%-2092.6pp | 1501.67%-1480.9pp | 578.59%-557.8pp |
| Employer contribution / active EE | $4,524 | $6,275-27.9% | $5,444-16.9% | $4,876-7.2% |
| Participant deferral / active EE | $4,170 | $7,270-42.6% | $6,568-36.5% | $5,439-23.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |