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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 | $11,859 | $106,918-88.9% | $84,021-85.9% | $152,897-92.2% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.5%-11.9pp |
| Annual return | 50.32% | 105.01%-54.7pp | 71.32%-21.0pp | 345.43%-295.1pp |
| Employer contribution / active EE | $1,651 | $2,735-39.6% | $1,984-16.8% | $4,764-65.3% |
| Participant deferral / active EE | $3,326 | $4,012-17.1% | $3,239+2.7% | $5,851-43.2% |
| Admin fee / account holder | $10 | $8,288-99.9% | $6,102-99.8% | $11,599-99.9% |