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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 | $13,273 | $106,001-87.5% | $92,235-85.6% | $147,585-91.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.28%-158.5pp | 578.56%-560.8pp |
| Employer contribution / active EE | $5,992 | $4,333+38.3% | $3,679+62.8% | $4,876+22.9% |
| Participant deferral / active EE | $2,347 | $4,478-47.6% | $3,897-39.8% | $5,439-56.8% |
| Admin fee / account holder | $118 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |