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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 | $11,657 | $99,011-88.2% | $86,582-86.5% | $147,586-92.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 78.43% | 1312.75%-1234.3pp | 965.08%-886.7pp | 578.59%-500.2pp |
| Employer contribution / active EE | $3,794 | $3,132+21.1% | $2,839+33.6% | $4,876-22.2% |
| Participant deferral / active EE | $2,711 | $3,972-31.8% | $3,609-24.9% | $5,439-50.2% |
| Admin fee / account holder | $61 | $5,709-98.9% | $4,904-98.7% | $10,886-99.4% |