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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 | $9,796 | $112,131-91.3% | $95,964-89.8% | $158,982-93.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.23% | 171.19%-145.0pp | 91.64%-65.4pp | 302.99%-276.8pp |
| Employer contribution / active EE | $2,306 | $3,199-27.9% | $2,541-9.3% | $4,763-51.6% |
| Participant deferral / active EE | $1,802 | $4,784-62.3% | $4,167-56.8% | $5,983-69.9% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |