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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 | $11,356 | $106,003-89.3% | $92,236-87.7% | $147,585-92.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.31% | 50.05%-26.7pp | 176.29%-153.0pp | 578.57%-555.3pp |
| Employer contribution / active EE | $1,721 | $4,333-60.3% | $3,679-53.2% | $4,876-64.7% |
| Participant deferral / active EE | $5,654 | $4,478+26.3% | $3,897+45.1% | $5,439+4.0% |
| Admin fee / account holder | $217 | $6,333-96.6% | $5,194-95.8% | $10,885-98.0% |