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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 | $11,259 | $116,203-90.3% | $93,621-88.0% | $152,897-92.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 145.78% | 35.96%+109.8pp | 32.76%+113.0pp | 345.43%-199.6pp |
| Employer contribution / active EE | $2,437 | $3,219-24.3% | $2,719-10.4% | $4,764-48.9% |
| Participant deferral / active EE | $5,734 | $4,605+24.5% | $4,070+40.9% | $5,851-2.0% |
| Admin fee / account holder | $234 | $10,751-97.8% | $7,890-97.0% | $11,599-98.0% |