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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 | $11,873 | $226,135-94.7% | $182,558-93.5% | $152,909-92.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 45.33% | 192.60%-147.3pp | 148.59%-103.3pp | 345.46%-300.1pp |
| Employer contribution / active EE | $1,739 | $4,979-65.1% | $4,076-57.3% | $4,764-63.5% |
| Participant deferral / active EE | $6,011 | $6,371-5.6% | $5,526+8.8% | $5,851+2.7% |
| Admin fee / account holder | $27 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |