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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 | $11,782 | $176,688-93.3% | $130,660-91.0% | $152,909-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 11.44% | 2693.08%-2681.6pp | 1709.29%-1697.9pp | 345.46%-334.0pp |
| Employer contribution / active EE | $4,472 | $5,743-22.1% | $4,092+9.3% | $4,764-6.1% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $51 | $7,131-99.3% | $5,463-99.1% | $11,601-99.6% |