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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 | $22,608 | $149,778-84.9% | $118,946-81.0% | $158,966-85.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 131.25% | 19.95%+111.3pp | 35.89%+95.4pp | 302.95%-171.7pp |
| Employer contribution / active EE | $1,926 | $4,117-53.2% | $3,263-41.0% | $4,762-59.6% |
| Participant deferral / active EE | $9,081 | $5,225+73.8% | $4,266+112.9% | $5,983+51.8% |
| Admin fee / account holder | $42 | $8,604-99.5% | $6,581-99.4% | $11,250-99.6% |