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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 | $11,306 | $58,391-80.6% | $76,667-85.3% | $72,976-84.5% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 29.43% | 2306.65%-2277.2pp | 1166.74%-1137.3pp | 81.02%-51.6pp |
| Employer contribution / active EE | $1,507 | $1,787-15.6% | $2,303-34.5% | $2,440-38.2% |
| Participant deferral / active EE | $3,281 | $2,690+22.0% | $3,336-1.6% | $3,608-9.0% |
| Admin fee / account holder | $226 | $4,014-94.4% | $6,423-96.5% | $5,124-95.6% |