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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 | $13,319 | $107,368-87.6% | $92,915-85.7% | $152,909-91.3% |
| Participation rate | 94.7% | 79.8%+14.9pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 19.99% | 145.64%-125.7pp | 109.45%-89.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $7,078 | $4,222+67.6% | $3,653+93.7% | $4,764+48.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $164 | $7,082-97.7% | $5,796-97.2% | $11,601-98.6% |