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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 | $11,486 | $104,953-89.1% | $84,637-86.4% | $152,909-92.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 61.32% | 373.94%-312.6pp | 258.82%-197.5pp | 345.46%-284.1pp |
| Employer contribution / active EE | $3,789 | $3,304+14.7% | $2,653+42.8% | $4,764-20.5% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |