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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 | $8,391 | $106,008-92.1% | $92,240-90.9% | $147,586-94.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.43% | 50.05%-35.6pp | 176.29%-161.9pp | 578.59%-564.2pp |
| Employer contribution / active EE | $7,577 | $4,333+74.9% | $3,680+105.9% | $4,876+55.4% |
| Participant deferral / active EE | $2,172 | $4,478-51.5% | $3,897-44.3% | $5,439-60.1% |
| Admin fee / account holder | $203 | $6,333-96.8% | $5,194-96.1% | $10,886-98.1% |