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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 | $19,950 | $118,708-83.2% | $98,920-79.8% | $158,966-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 190.17% | 372.49%-182.3pp | 196.47%-6.3pp | 302.95%-112.8pp |
| Employer contribution / active EE | $4,480 | $3,334+34.4% | $2,689+66.6% | $4,762-5.9% |
| Participant deferral / active EE | $10,805 | $5,089+112.3% | $4,245+154.5% | $5,983+80.6% |
| Admin fee / account holder | $68 | $10,134-99.3% | $6,643-99.0% | $11,250-99.4% |