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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 | $13,783 | $106,918-87.1% | $84,021-83.6% | $152,897-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 58.33% | 105.01%-46.7pp | 71.32%-13.0pp | 345.43%-287.1pp |
| Employer contribution / active EE | $1,122 | $2,735-59.0% | $1,984-43.4% | $4,764-76.4% |
| Participant deferral / active EE | $9,963 | $4,012+148.3% | $3,239+207.6% | $5,851+70.3% |
| Admin fee / account holder | $25 | $8,288-99.7% | $6,102-99.6% | $11,599-99.8% |