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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 | $14,873 | $115,796-87.2% | $101,264-85.3% | $158,950-90.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 37.14% | 56.15%-19.0pp | 46.48%-9.3pp | 302.91%-265.8pp |
| Employer contribution / active EE | $8,353 | $4,175+100.1% | $3,660+128.2% | $4,762+75.4% |
| Participant deferral / active EE | $7,270 | $4,958+46.6% | $4,370+66.3% | $5,983+21.5% |
| Admin fee / account holder | $64 | $7,247-99.1% | $5,947-98.9% | $11,248-99.4% |