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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 | $7,928 | $176,077-95.5% | $159,455-95.0% | $167,518-95.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 54.45% | 331.83%-277.4pp | 263.63%-209.2pp | 478.71%-424.3pp |
| Employer contribution / active EE | $2,306 | $5,298-56.5% | $4,830-52.3% | $4,838-52.4% |
| Participant deferral / active EE | $4,253 | $7,751-45.1% | $7,353-42.2% | $6,342-32.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |