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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 | $14,075 | $121,701-88.4% | $104,639-86.5% | $158,982-91.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 172.52% | 465.72%-293.2pp | 340.67%-168.1pp | 302.99%-130.5pp |
| Employer contribution / active EE | $3,758 | $3,165+18.7% | $2,682+40.1% | $4,763-21.1% |
| Participant deferral / active EE | $8,401 | $4,176+101.2% | $3,738+124.7% | $5,983+40.4% |
| Admin fee / account holder | $2 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |