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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 | $10,062 | $106,005-90.5% | $92,239-89.1% | $147,585-93.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.31% | 50.05%-35.7pp | 176.29%-162.0pp | 578.58%-564.3pp |
| Employer contribution / active EE | $3,827 | $4,333-11.7% | $3,680+4.0% | $4,876-21.5% |
| Participant deferral / active EE | $2,650 | $4,478-40.8% | $3,897-32.0% | $5,439-51.3% |
| Admin fee / account holder | $37 | $6,333-99.4% | $5,194-99.3% | $10,886-99.7% |