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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 | $15,439 | $106,008-85.4% | $92,240-83.3% | $147,586-89.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.83% | 50.05%-26.2pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,233 | $4,333-71.6% | $3,680-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $4,204 | $4,478-6.1% | $3,897+7.9% | $5,439-22.7% |
| Admin fee / account holder | $220 | $6,333-96.5% | $5,194-95.8% | $10,886-98.0% |