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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 | $28,270 | $168,635-83.2% | $147,617-80.8% | $125,389-77.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.89% | 77.65%-80.5pp | 61.98%-64.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $18,497 | $6,252+195.8% | $5,564+232.4% | $4,866+280.1% |
| Participant deferral / active EE | $9,336 | $5,507+69.5% | $4,895+90.7% | $5,352+74.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |