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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 | $12,277 | $112,131-89.1% | $95,964-87.2% | $158,982-92.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 180.51% | 171.19%+9.3pp | 91.64%+88.9pp | 302.99%-122.5pp |
| Employer contribution / active EE | $1,395 | $3,199-56.4% | $2,541-45.1% | $4,763-70.7% |
| Participant deferral / active EE | $3,982 | $4,784-16.8% | $4,167-4.4% | $5,983-33.4% |
| Admin fee / account holder | $179 | $10,136-98.2% | $6,797-97.4% | $11,252-98.4% |