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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 | $16,786 | $118,496-85.8% | $98,461-83.0% | $139,466-88.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 130.63% | 18.96%+111.7pp | 21.17%+109.5pp | 373.66%-243.0pp |
| Employer contribution / active EE | $3,836 | $3,611+6.2% | $3,049+25.8% | $4,754-19.3% |
| Participant deferral / active EE | $10,436 | $5,393+93.5% | $4,738+120.2% | $6,712+55.5% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |