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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 | $16,026 | $115,814-86.2% | $101,275-84.2% | $158,982-89.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.93% | 56.16%-21.2pp | 46.48%-11.5pp | 302.99%-268.1pp |
| Employer contribution / active EE | $3,074 | $4,176-26.4% | $3,660-16.0% | $4,763-35.5% |
| Participant deferral / active EE | $7,002 | $4,958+41.2% | $4,371+60.2% | $5,983+17.0% |
| Admin fee / account holder | $234 | $7,249-96.8% | $5,948-96.1% | $11,252-97.9% |