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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 | $15,623 | $112,131-86.1% | $95,964-83.7% | $158,982-90.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 56.01% | 171.19%-115.2pp | 91.64%-35.6pp | 302.99%-247.0pp |
| Employer contribution / active EE | $5,430 | $3,199+69.7% | $2,541+113.7% | $4,763+14.0% |
| Participant deferral / active EE | $6,048 | $4,784+26.4% | $4,167+45.1% | $5,983+1.1% |
| Admin fee / account holder | $42 | $10,136-99.6% | $6,797-99.4% | $11,252-99.6% |