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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 | $7,798 | $107,941-92.8% | $91,994-91.5% | $152,897-94.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 44.15% | 89.28%-45.1pp | 69.04%-24.9pp | 345.43%-301.3pp |
| Employer contribution / active EE | $2,579 | $4,212-38.8% | $3,453-25.3% | $4,764-45.9% |
| Participant deferral / active EE | $2,579 | $6,366-59.5% | $5,924-56.5% | $5,851-55.9% |
| Admin fee / account holder | $181 | $10,521-98.3% | $7,744-97.7% | $11,599-98.4% |