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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 | $10,586 | $105,856-90.0% | $90,161-88.3% | $147,586-92.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 93.49% | 37.63%+55.9pp | 34.89%+58.6pp | 578.59%-485.1pp |
| Employer contribution / active EE | $939 | $4,126-77.2% | $3,318-71.7% | $4,876-80.7% |
| Participant deferral / active EE | $5,782 | $5,733+0.9% | $5,287+9.4% | $5,439+6.3% |
| Admin fee / account holder | $212 | $8,046-97.4% | $5,943-96.4% | $10,886-98.1% |