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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 | $14,231 | $107,941-86.8% | $91,994-84.5% | $152,897-90.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 233.72% | 89.28%+144.4pp | 69.04%+164.7pp | 345.43%-111.7pp |
| Employer contribution / active EE | $1,195 | $4,212-71.6% | $3,453-65.4% | $4,764-74.9% |
| Participant deferral / active EE | $4,328 | $6,366-32.0% | $5,924-26.9% | $5,851-26.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |