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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 | $10,276 | $107,015-90.4% | $73,545-86.0% | $147,585-93.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 47.36% | 38.25%+9.1pp | -15.16%+62.5pp | 578.57%-531.2pp |
| Employer contribution / active EE | $1,579 | $1,760-10.3% | $1,219+29.5% | $4,876-67.6% |
| Participant deferral / active EE | $4,601 | $2,462+86.9% | $1,806+154.8% | $5,439-15.4% |
| Admin fee / account holder | $30 | $3,055-99.0% | $2,320-98.7% | $10,885-99.7% |