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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 | $12,687 | $115,903-89.1% | $100,528-87.4% | $158,966-92.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 151.57% | 34.80%+116.8pp | 30.90%+120.7pp | 302.95%-151.4pp |
| Employer contribution / active EE | $5,133 | $4,105+25.0% | $3,419+50.1% | $4,762+7.8% |
| Participant deferral / active EE | $6,491 | $6,677-2.8% | $6,271+3.5% | $5,983+8.5% |
| Admin fee / account holder | $3 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |