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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 | $3,585 | $184,000-98.1% | $162,185-97.8% | $152,909-97.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 43.21% | 150.80%-107.6pp | 115.61%-72.4pp | 345.46%-302.3pp |
| Employer contribution / active EE | $1,644 | $6,370-74.2% | $5,613-70.7% | $4,764-65.5% |
| Participant deferral / active EE | $3,067 | $8,033-61.8% | $7,297-58.0% | $5,851-47.6% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |