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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 | $14,773 | $176,120-91.6% | $159,487-90.7% | $167,553-91.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 80.40% | 331.95%-251.5pp | 263.71%-183.3pp | 478.89%-398.5pp |
| Employer contribution / active EE | $2,325 | $5,299-56.1% | $4,831-51.9% | $4,840-52.0% |
| Participant deferral / active EE | $6,163 | $7,752-20.5% | $7,354-16.2% | $6,343-2.8% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |