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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 | $13,915 | $118,875-88.3% | $96,572-85.6% | $167,553-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 478.75% | 50.50%+428.2pp | 37.79%+441.0pp | 478.89%-0.1pp |
| Employer contribution / active EE | $11,423 | $3,121+266.0% | $2,357+384.6% | $4,840+136.0% |
| Participant deferral / active EE | $2,370 | $4,617-48.7% | $3,850-38.4% | $6,343-62.6% |
| Admin fee / account holder | $140 | $8,070-98.3% | $6,183-97.7% | $12,316-98.9% |