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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 | $13,668 | $112,131-87.8% | $95,964-85.8% | $158,982-91.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 70.32% | 171.19%-100.9pp | 91.64%-21.3pp | 302.99%-232.7pp |
| Employer contribution / active EE | $3,194 | $3,199-0.2% | $2,541+25.7% | $4,763-32.9% |
| Participant deferral / active EE | $4,212 | $4,784-12.0% | $4,167+1.1% | $5,983-29.6% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |