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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 | $13,249 | $115,796-88.6% | $101,264-86.9% | $158,950-91.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 933.40% | 56.15%+877.2pp | 46.48%+886.9pp | 302.91%+630.5pp |
| Employer contribution / active EE | $10,120 | $4,175+142.4% | $3,660+176.5% | $4,762+112.5% |
| Participant deferral / active EE | $3,738 | $4,958-24.6% | $4,370-14.5% | $5,983-37.5% |
| Admin fee / account holder | $16 | $7,247-99.8% | $5,947-99.7% | $11,248-99.9% |