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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 | $10,150 | $112,099-90.9% | $95,954-89.4% | $158,931-93.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 41.25% | 171.12%-129.9pp | 91.62%-50.4pp | 302.86%-261.6pp |
| Employer contribution / active EE | $2,501 | $3,198-21.8% | $2,541-1.6% | $4,761-47.5% |
| Participant deferral / active EE | $2,282 | $4,784-52.3% | $4,167-45.2% | $5,982-61.9% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |