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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 | $11,394 | $175,231-93.5% | $149,696-92.4% | $139,466-91.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 92.46% | 166.77%-74.3pp | 134.46%-42.0pp | 373.66%-281.2pp |
| Employer contribution / active EE | $2,197 | $5,478-59.9% | $4,821-54.4% | $4,754-53.8% |
| Participant deferral / active EE | $2,726 | $6,521-58.2% | $5,682-52.0% | $6,712-59.4% |
| Admin fee / account holder | $44 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |