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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 | $9,453 | $108,897-91.3% | $100,378-90.6% | $145,877-93.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.66% | 58.17%-32.5pp | 49.41%-23.8pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,403 | $4,420-45.6% | $3,942-39.0% | $4,663-48.5% |
| Participant deferral / active EE | $4,747 | $8,455-43.9% | $8,087-41.3% | $6,691-29.1% |
| Admin fee / account holder | $12 | $9,690-99.9% | $7,899-99.8% | $13,402-99.9% |