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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 | $13,099 | $118,875-89.0% | $96,572-86.4% | $167,553-92.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 98.52% | 50.50%+48.0pp | 37.79%+60.7pp | 478.89%-380.4pp |
| Employer contribution / active EE | $3,125 | $3,121+0.1% | $2,357+32.5% | $4,840-35.4% |
| Participant deferral / active EE | $6,362 | $4,617+37.8% | $3,850+65.3% | $6,343+0.3% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |