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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 | $10,895 | $112,131-90.3% | $95,964-88.6% | $158,982-93.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 37.23% | 171.19%-134.0pp | 91.64%-54.4pp | 302.99%-265.8pp |
| Employer contribution / active EE | $2,183 | $3,199-31.8% | $2,541-14.1% | $4,763-54.2% |
| Participant deferral / active EE | $3,441 | $4,784-28.1% | $4,167-17.4% | $5,983-42.5% |
| Admin fee / account holder | $20 | $10,136-99.8% | $6,797-99.7% | $11,252-99.8% |