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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 | $7,955 | $115,814-93.1% | $101,275-92.1% | $158,982-95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 109.74% | 56.16%+53.6pp | 46.48%+63.3pp | 302.99%-193.2pp |
| Employer contribution / active EE | $2,004 | $4,176-52.0% | $3,660-45.3% | $4,763-57.9% |
| Participant deferral / active EE | $4,272 | $4,958-13.8% | $4,371-2.3% | $5,983-28.6% |
| Admin fee / account holder | $6 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |