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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 | $10,837 | $115,903-90.7% | $100,528-89.2% | $158,966-93.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 119.02% | 34.80%+84.2pp | 30.90%+88.1pp | 302.95%-183.9pp |
| Employer contribution / active EE | $3,239 | $4,105-21.1% | $3,419-5.3% | $4,762-32.0% |
| Participant deferral / active EE | $4,063 | $6,677-39.1% | $6,271-35.2% | $5,983-32.1% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |