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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 | $14,874 | $98,760-84.9% | $149,715-90.1% | $79,858-81.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 496.50% | 27.43%+469.1pp | 276.66%+219.8pp | 31.72%+464.8pp |
| Employer contribution / active EE | $7,565 | $3,217+135.2% | $4,645+62.9% | $2,471+206.1% |
| Participant deferral / active EE | $4,605 | $5,681-18.9% | $6,842-32.7% | $3,740+23.1% |
| Admin fee / account holder | $250 | $6,053-95.9% | $9,310-97.3% | $5,306-95.3% |