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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 | $10,763 | $113,941-90.6% | $94,228-88.6% | $125,388-91.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 235.66% | 5.29%+230.4pp | 10.68%+225.0pp | 282.24%-46.6pp |
| Employer contribution / active EE | $2,075 | $4,727-56.1% | $3,587-42.1% | $4,866-57.4% |
| Participant deferral / active EE | $6,400 | $5,179+23.6% | $4,320+48.1% | $5,352+19.6% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |