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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 | $14,744 | $95,979-84.6% | $74,551-80.2% | $135,380-89.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 83.69% | 56.97%+26.7pp | 32.53%+51.2pp | 519.81%-436.1pp |
| Employer contribution / active EE | $14,381 | $2,716+429.4% | $1,961+633.3% | $4,779+200.9% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |