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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 | $12,526 | $118,708-89.4% | $98,920-87.3% | $158,966-92.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 46.36% | 372.49%-326.1pp | 196.47%-150.1pp | 302.95%-256.6pp |
| Employer contribution / active EE | $1,851 | $3,334-44.5% | $2,689-31.2% | $4,762-61.1% |
| Participant deferral / active EE | $6,145 | $5,089+20.7% | $4,245+44.8% | $5,983+2.7% |
| Admin fee / account holder | $27 | $10,134-99.7% | $6,643-99.6% | $11,250-99.8% |