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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 | $8,804 | $118,708-92.6% | $98,920-91.1% | $158,982-94.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 106.53% | 372.49%-266.0pp | 196.47%-89.9pp | 302.99%-196.5pp |
| Employer contribution / active EE | $2,387 | $3,334-28.4% | $2,689-11.3% | $4,763-49.9% |
| Participant deferral / active EE | $8,091 | $5,089+59.0% | $4,245+90.6% | $5,983+35.2% |
| Admin fee / account holder | $130 | $10,134-98.7% | $6,643-98.0% | $11,252-98.8% |