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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 | $14,271 | $114,237-87.5% | $119,258-88.0% | $167,536-91.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 115.94% | 29.87%+86.1pp | 30.69%+85.3pp | 478.82%-362.9pp |
| Employer contribution / active EE | $1,693 | $4,481-62.2% | $4,384-61.4% | $4,839-65.0% |
| Participant deferral / active EE | $10,885 | $6,084+78.9% | $6,111+78.1% | $6,342+71.6% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |