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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 | $13,869 | $106,008-86.9% | $92,240-85.0% | $147,586-90.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 33.74% | 50.05%-16.3pp | 176.29%-142.6pp | 578.59%-544.9pp |
| Employer contribution / active EE | $3,030 | $4,333-30.1% | $3,680-17.7% | $4,876-37.9% |
| Participant deferral / active EE | $4,464 | $4,478-0.3% | $3,897+14.6% | $5,439-17.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |