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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 | $11,083 | $118,708-90.7% | $98,920-88.8% | $158,982-93.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 55.46% | 372.49%-317.0pp | 196.47%-141.0pp | 302.99%-247.5pp |
| Employer contribution / active EE | $1,939 | $3,334-41.8% | $2,689-27.9% | $4,763-59.3% |
| Participant deferral / active EE | $6,587 | $5,089+29.4% | $4,245+55.2% | $5,983+10.1% |
| Admin fee / account holder | $202 | $10,134-98.0% | $6,643-97.0% | $11,252-98.2% |