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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 | $7,843 | $99,652-92.1% | $78,778-90.0% | $147,586-94.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 32.63% | 47.28%-14.7pp | 35.62%-3.0pp | 578.59%-546.0pp |
| Employer contribution / active EE | $2,345 | $2,796-16.1% | $1,986+18.1% | $4,876-51.9% |
| Participant deferral / active EE | $3,603 | $3,664-1.7% | $2,958+21.8% | $5,439-33.8% |
| Admin fee / account holder | $27 | $7,155-99.6% | $5,134-99.5% | $10,886-99.8% |