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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 | $10,310 | $39,798-74.1% | $67,704-84.8% | $59,633-82.7% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 81.97% | 89.94%-8.0pp | 25.41%+56.6pp | 2041.45%-1959.5pp |
| Employer contribution / active EE | $2,305 | $1,393+65.5% | $2,559-9.9% | $2,203+4.6% |
| Participant deferral / active EE | $4,974 | $2,335+113.0% | $3,585+38.7% | $3,192+55.9% |
| Admin fee / account holder | $64 | $3,212-98.0% | $4,255-98.5% | $4,297-98.5% |