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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 | $10,510 | $165,361-93.6% | $149,715-93.0% | $158,950-93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.95% | 348.24%-306.3pp | 276.66%-234.7pp | 302.91%-261.0pp |
| Employer contribution / active EE | $2,337 | $5,103-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $4,382 | $7,182-39.0% | $6,842-36.0% | $5,983-26.8% |
| Admin fee / account holder | $228 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |