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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 | $10,883 | $107,941-89.9% | $91,994-88.2% | $152,897-92.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 117.47% | 89.28%+28.2pp | 69.04%+48.4pp | 345.43%-228.0pp |
| Employer contribution / active EE | $5,986 | $4,212+42.1% | $3,453+73.4% | $4,764+25.7% |
| Participant deferral / active EE | $3,765 | $6,366-40.9% | $5,924-36.5% | $5,851-35.7% |
| Admin fee / account holder | $10 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |