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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 | $15,396 | $106,918-85.6% | $84,021-81.7% | $152,897-89.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 38.48% | 105.01%-66.5pp | 71.32%-32.8pp | 345.43%-306.9pp |
| Employer contribution / active EE | $5,902 | $2,735+115.8% | $1,984+197.5% | $4,764+23.9% |
| Participant deferral / active EE | $6,260 | $4,012+56.0% | $3,239+93.3% | $5,851+7.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |