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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 | $16,141 | $105,198-84.7% | $159,455-89.9% | $85,856-81.2% |
| Participation rate | 76.7% | 75.8%+0.9pp | 82.8%-6.2pp | 69.3%+7.3pp |
| Annual return | 104.02% | 45.08%+58.9pp | 263.63%-159.6pp | 318.58%-214.6pp |
| Employer contribution / active EE | $2,782 | $3,319-16.2% | $4,830-42.4% | $2,565+8.4% |
| Participant deferral / active EE | $6,904 | $5,946+16.1% | $7,353-6.1% | $3,952+74.7% |
| Admin fee / account holder | $5 | $6,934-99.9% | $10,800-100.0% | $6,261-99.9% |