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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 | $9,865 | $95,415-89.7% | $185,851-94.7% | $85,851-88.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 225.70% | 23.59%+202.1pp | 122.11%+103.6pp | 318.63%-92.9pp |
| Employer contribution / active EE | $3,616 | $3,314+9.1% | $5,168-30.0% | $2,565+40.9% |
| Participant deferral / active EE | $2,607 | $3,424-23.9% | $5,569-53.2% | $3,952-34.0% |
| Admin fee / account holder | $72 | $7,215-99.0% | $16,245-99.6% | $6,261-98.8% |