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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 | $9,674 | $115,796-91.6% | $101,264-90.4% | $158,950-93.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.93% | 56.15%-26.2pp | 46.48%-16.5pp | 302.91%-273.0pp |
| Employer contribution / active EE | $2,028 | $4,175-51.4% | $3,660-44.6% | $4,762-57.4% |
| Participant deferral / active EE | $3,842 | $4,958-22.5% | $4,370-12.1% | $5,983-35.8% |
| Admin fee / account holder | $270 | $7,247-96.3% | $5,947-95.5% | $11,248-97.6% |