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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 | $9,518 | $111,814-91.5% | $93,654-89.8% | $145,959-93.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.58% | 203.30%-176.7pp | 133.34%-106.8pp | 561.95%-535.4pp |
| Employer contribution / active EE | $2,360 | $3,092-23.6% | $2,421-2.5% | $4,661-49.4% |
| Participant deferral / active EE | $4,101 | $4,914-16.5% | $4,413-7.1% | $6,689-38.7% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |