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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 | $8,380 | $99,011-91.5% | $86,582-90.3% | $147,586-94.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.11% | 1312.75%-1290.6pp | 965.08%-943.0pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,810 | $3,132-42.2% | $2,839-36.3% | $4,876-62.9% |
| Participant deferral / active EE | $4,012 | $3,972+1.0% | $3,609+11.2% | $5,439-26.2% |
| Admin fee / account holder | $28 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |