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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 | $10,074 | $115,814-91.3% | $101,275-90.1% | $158,982-93.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.75% | 56.16%-13.4pp | 46.48%-3.7pp | 302.99%-260.2pp |
| Employer contribution / active EE | $2,425 | $4,176-41.9% | $3,660-33.8% | $4,763-49.1% |
| Participant deferral / active EE | $3,168 | $4,958-36.1% | $4,371-27.5% | $5,983-47.1% |
| Admin fee / account holder | $73 | $7,249-99.0% | $5,948-98.8% | $11,252-99.3% |