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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 | $9,693 | $111,785-91.3% | $93,669-89.7% | $145,877-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.30% | 203.79%-182.5pp | 133.59%-112.3pp | 551.28%-530.0pp |
| Employer contribution / active EE | $4,954 | $3,096+60.0% | $2,424+104.4% | $4,663+6.2% |
| Participant deferral / active EE | $6,484 | $4,919+31.8% | $4,416+46.8% | $6,691-3.1% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,291-99.8% | $13,402-99.9% |