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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 | $31,392 | $100,060-68.6% | $149,721-79.0% | $70,126-55.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 50.74% | 27.46%+23.3pp | 1501.67%-1450.9pp | 73.15%-22.4pp |
| Employer contribution / active EE | $1,140 | $3,661-68.9% | $5,444-79.1% | $2,343-51.3% |
| Participant deferral / active EE | $10,214 | $4,982+105.0% | $6,568+55.5% | $3,332+206.6% |
| Admin fee / account holder | $276 | $8,285-96.7% | $11,282-97.6% | $4,645-94.1% |