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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 | $8,532 | $103,038-91.7% | $90,324-90.6% | $152,909-94.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 60.01% | 95.25%-35.2pp | 78.15%-18.1pp | 345.46%-285.5pp |
| Employer contribution / active EE | $2,693 | $3,141-14.3% | $2,856-5.7% | $4,764-43.5% |
| Participant deferral / active EE | $4,571 | $4,282+6.8% | $3,885+17.6% | $5,851-21.9% |
| Admin fee / account holder | $19 | $6,177-99.7% | $5,356-99.6% | $11,601-99.8% |