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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 | $11,347 | $102,638-88.9% | $81,982-86.2% | $158,982-92.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 55.64% | 61.05%-5.4pp | 41.31%+14.3pp | 302.99%-247.4pp |
| Employer contribution / active EE | $1,855 | $3,241-42.8% | $2,498-25.8% | $4,763-61.1% |
| Participant deferral / active EE | $6,300 | $4,649+35.5% | $3,722+69.2% | $5,983+5.3% |
| Admin fee / account holder | $12 | $8,237-99.9% | $5,665-99.8% | $11,252-99.9% |