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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 | $11,663 | $107,368-89.1% | $92,915-87.4% | $152,909-92.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 40.89% | 145.64%-104.8pp | 109.45%-68.6pp | 345.46%-304.6pp |
| Employer contribution / active EE | $2,246 | $4,222-46.8% | $3,653-38.5% | $4,764-52.9% |
| Participant deferral / active EE | $4,352 | $4,848-10.2% | $4,238+2.7% | $5,851-25.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |