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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 | $8,407 | $112,112-92.5% | $95,956-91.2% | $158,950-94.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 41.80% | 171.15%-129.3pp | 91.63%-49.8pp | 302.91%-261.1pp |
| Employer contribution / active EE | $1,584 | $3,199-50.5% | $2,541-37.7% | $4,762-66.7% |
| Participant deferral / active EE | $3,945 | $4,784-17.5% | $4,167-5.3% | $5,983-34.1% |
| Admin fee / account holder | $49 | $10,134-99.5% | $6,797-99.3% | $11,248-99.6% |