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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 | $15,537 | $106,008-85.3% | $92,240-83.2% | $147,586-89.5% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 10.38% | 50.05%-39.7pp | 176.29%-165.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $2,031 | $4,333-53.1% | $3,680-44.8% | $4,876-58.4% |
| Participant deferral / active EE | $4,681 | $4,478+4.5% | $3,897+20.1% | $5,439-13.9% |
| Admin fee / account holder | $11 | $6,333-99.8% | $5,194-99.8% | $10,886-99.9% |