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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 | $12,930 | $106,008-87.8% | $92,240-86.0% | $147,586-91.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.40% | 50.05%-37.6pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,982 | $4,333-54.3% | $3,680-46.1% | $4,876-59.4% |
| Participant deferral / active EE | $4,662 | $4,478+4.1% | $3,897+19.6% | $5,439-14.3% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |