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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 | $11,975 | $135,645-91.2% | $110,243-89.1% | $135,380-91.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 51.35% | 513.24%-461.9pp | 314.76%-263.4pp | 519.81%-468.5pp |
| Employer contribution / active EE | $5,200 | $4,907+6.0% | $3,827+35.9% | $4,779+8.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |