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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 | $11,286 | $106,008-89.4% | $92,240-87.8% | $147,586-92.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.85% | 50.05%-26.2pp | 176.29%-152.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $1,867 | $4,333-56.9% | $3,680-49.3% | $4,876-61.7% |
| Participant deferral / active EE | $2,746 | $4,478-38.7% | $3,897-29.5% | $5,439-49.5% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |