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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 | $10,332 | $102,696-89.9% | $86,235-88.0% | $139,487-92.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 66.92% | 1925.91%-1859.0pp | 1170.03%-1103.1pp | 373.84%-306.9pp |
| Employer contribution / active EE | $5,090 | $3,034+67.8% | $2,381+113.8% | $4,755+7.1% |
| Participant deferral / active EE | $3,689 | $4,679-21.2% | $3,987-7.5% | $6,713-45.0% |
| Admin fee / account holder | $31 | $8,667-99.6% | $6,856-99.5% | $11,407-99.7% |