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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 | $9,345 | $109,372-91.5% | $89,414-89.5% | $158,966-94.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 39.44% | 345.55%-306.1pp | 245.50%-206.1pp | 302.95%-263.5pp |
| Employer contribution / active EE | $2,933 | $3,171-7.5% | $2,586+13.4% | $4,762-38.4% |
| Participant deferral / active EE | $3,221 | $4,598-30.0% | $3,890-17.2% | $5,983-46.2% |
| Admin fee / account holder | $3 | $6,156-99.9% | $4,883-99.9% | $11,250-100.0% |