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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 | $15,930 | $106,008-85.0% | $92,240-82.7% | $147,586-89.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.71% | 50.05%-37.3pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $6,091 | $4,333+40.6% | $3,680+65.5% | $4,876+24.9% |
| Participant deferral / active EE | $5,222 | $4,478+16.6% | $3,897+34.0% | $5,439-4.0% |
| Admin fee / account holder | $142 | $6,333-97.8% | $5,194-97.3% | $10,886-98.7% |