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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 | $8,316 | $110,801-92.5% | $86,615-90.4% | $167,536-95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 22.19% | 116.96%-94.8pp | 63.51%-41.3pp | 478.82%-456.6pp |
| Employer contribution / active EE | $3,668 | $3,245+13.0% | $2,496+47.0% | $4,839-24.2% |
| Participant deferral / active EE | $3,668 | $4,547-19.3% | $3,699-0.8% | $6,342-42.2% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |