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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 | $10,126 | $104,544-90.3% | $76,657-86.8% | $152,897-93.4% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.5%-7.5pp |
| Annual return | 32.89% | 1014.36%-981.5pp | 1166.74%-1133.9pp | 345.43%-312.5pp |
| Employer contribution / active EE | $1,480 | $3,118-52.5% | $2,303-35.7% | $4,764-68.9% |
| Participant deferral / active EE | $2,592 | $4,236-38.8% | $3,335-22.3% | $5,851-55.7% |
| Admin fee / account holder | $153 | $12,286-98.8% | $6,423-97.6% | $11,599-98.7% |