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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 | $12,387 | $107,941-88.5% | $91,994-86.5% | $152,897-91.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 50.65% | 89.28%-38.6pp | 69.04%-18.4pp | 345.43%-294.8pp |
| Employer contribution / active EE | $3,238 | $4,212-23.1% | $3,453-6.2% | $4,764-32.0% |
| Participant deferral / active EE | $5,627 | $6,366-11.6% | $5,924-5.0% | $5,851-3.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |