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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 | $9,718 | $106,918-90.9% | $84,021-88.4% | $152,897-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 43.77% | 105.01%-61.2pp | 71.32%-27.5pp | 345.43%-301.7pp |
| Employer contribution / active EE | $3,109 | $2,735+13.7% | $1,984+56.7% | $4,764-34.7% |
| Participant deferral / active EE | $5,504 | $4,012+37.2% | $3,239+69.9% | $5,851-5.9% |
| Admin fee / account holder | $6 | $8,288-99.9% | $6,102-99.9% | $11,599-99.9% |