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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 | $10,897 | $138,075-92.1% | $123,552-91.2% | $135,379-92.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 99.20% | 153.70%-54.5pp | 119.20%-20.0pp | 519.79%-420.6pp |
| Employer contribution / active EE | $2,787 | $5,152-45.9% | $4,628-39.8% | $4,779-41.7% |
| Participant deferral / active EE | $5,243 | $6,800-22.9% | $6,426-18.4% | $5,609-6.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |