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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 | $16,357 | $58,726-72.1% | $142,898-88.6% | $85,847-80.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 338.18% | 27.73%+310.4pp | 5639.64%-5301.5pp | 318.61%+19.6pp |
| Employer contribution / active EE | $1,738 | $1,424+22.1% | $4,146-58.1% | $2,565-32.2% |
| Participant deferral / active EE | $2,865 | $2,609+9.8% | $3,838-25.3% | $3,952-27.5% |
| Admin fee / account holder | $209 | $4,234-95.1% | $6,560-96.8% | $6,261-96.7% |