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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 | $11,398 | $118,919-90.4% | $88,538-87.1% | $152,885-92.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 24.75% | 47.92%-23.2pp | 43.64%-18.9pp | 345.39%-320.6pp |
| Employer contribution / active EE | $3,295 | $2,669+23.5% | $2,098+57.1% | $4,763-30.8% |
| Participant deferral / active EE | $3,050 | $3,549-14.1% | $2,914+4.6% | $5,851-47.9% |
| Admin fee / account holder | $78 | $5,876-98.7% | $4,310-98.2% | $11,598-99.3% |