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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 | $17,843 | $106,923-83.3% | $84,023-78.8% | $152,909-88.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 38.37% | 105.02%-66.6pp | 71.32%-32.9pp | 345.46%-307.1pp |
| Employer contribution / active EE | $7,524 | $2,735+175.1% | $1,984+279.3% | $4,764+57.9% |
| Participant deferral / active EE | $5,196 | $4,013+29.5% | $3,239+60.4% | $5,851-11.2% |
| Admin fee / account holder | $147 | $8,289-98.2% | $6,102-97.6% | $11,601-98.7% |