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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 | $11,609 | $112,915-89.7% | $90,965-87.2% | $158,950-92.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 38.87% | 215.75%-176.9pp | 134.57%-95.7pp | 302.91%-264.0pp |
| Employer contribution / active EE | $2,107 | $2,894-27.2% | $2,122-0.7% | $4,762-55.7% |
| Participant deferral / active EE | $3,615 | $4,128-12.4% | $3,373+7.2% | $5,983-39.6% |
| Admin fee / account holder | $19 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |