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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 | $12,936 | $106,003-87.8% | $92,236-86.0% | $147,585-91.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 11.10% | 50.05%-38.9pp | 176.29%-165.2pp | 578.57%-567.5pp |
| Employer contribution / active EE | $3,244 | $4,333-25.1% | $3,679-11.8% | $4,876-33.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $119 | $6,333-98.1% | $5,194-97.7% | $10,885-98.9% |