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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 | $21,084 | $89,367-76.4% | $141,191-85.1% | $72,975-71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 57.02% | 111.87%-54.8pp | 71.41%-14.4pp | 81.01%-24.0pp |
| Employer contribution / active EE | $10,252 | $3,115+229.1% | $4,736+116.5% | $2,440+320.2% |
| Participant deferral / active EE | $8,496 | $5,419+56.8% | $6,710+26.6% | $3,608+135.5% |
| Admin fee / account holder | $28 | $5,957-99.5% | $10,264-99.7% | $5,124-99.4% |