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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 | $14,458 | $112,935-87.2% | $90,970-84.1% | $158,966-90.9% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 87.33% | 215.79%-128.5pp | 134.58%-47.3pp | 302.95%-215.6pp |
| Employer contribution / active EE | $1,223 | $2,895-57.7% | $2,122-42.4% | $4,762-74.3% |
| Participant deferral / active EE | $6,665 | $4,129+61.4% | $3,373+97.6% | $5,983+11.4% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |