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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 | $17,967 | $112,131-84.0% | $95,964-81.3% | $158,982-88.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 100.60% | 171.19%-70.6pp | 91.64%+9.0pp | 302.99%-202.4pp |
| Employer contribution / active EE | $3,545 | $3,199+10.8% | $2,541+39.5% | $4,763-25.6% |
| Participant deferral / active EE | $8,831 | $4,784+84.6% | $4,167+111.9% | $5,983+47.6% |
| Admin fee / account holder | $90 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |