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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 | $20,888 | $99,079-78.9% | $78,002-73.2% | $273,972-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.39% | 217.93%-209.5pp | 425.99%-417.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,038 | $3,308-38.4% | $2,470-17.5% | $4,869-58.2% |
| Participant deferral / active EE | $5,841 | $4,306+35.7% | $3,497+67.0% | $5,287+10.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |