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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 | $10,441 | $113,338-90.8% | $94,993-89.0% | $147,586-92.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 106.99% | 20.80%+86.2pp | 27.14%+79.8pp | 578.59%-471.6pp |
| Employer contribution / active EE | $3,479 | $3,160+10.1% | $2,603+33.6% | $4,876-28.7% |
| Participant deferral / active EE | $3,596 | $3,777-4.8% | $3,317+8.4% | $5,439-33.9% |
| Admin fee / account holder | $24 | $6,063-99.6% | $4,960-99.5% | $10,886-99.8% |