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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 | $10,288 | $115,814-91.1% | $101,275-89.8% | $158,982-93.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.72% | 56.16%-24.4pp | 46.48%-14.8pp | 302.99%-271.3pp |
| Employer contribution / active EE | $3,501 | $4,176-16.2% | $3,660-4.3% | $4,763-26.5% |
| Participant deferral / active EE | $3,280 | $4,958-33.8% | $4,371-24.9% | $5,983-45.2% |
| Admin fee / account holder | $107 | $7,249-98.5% | $5,948-98.2% | $11,252-99.1% |