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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 | $10,861 | $176,402-93.8% | $134,162-91.9% | $158,982-93.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 39.90% | 63.66%-23.8pp | 36.35%+3.6pp | 302.99%-263.1pp |
| Employer contribution / active EE | $1,122 | $5,042-77.7% | $3,705-69.7% | $4,763-76.4% |
| Participant deferral / active EE | $8,417 | $4,093+105.7% | $3,500+140.5% | $5,983+40.7% |
| Admin fee / account holder | $2 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |