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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 | $26,092 | $162,785-84.0% | $133,959-80.5% | $158,950-83.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 134.40% | 41.94%+92.5pp | 45.09%+89.3pp | 302.91%-168.5pp |
| Employer contribution / active EE | $1,084 | $4,975-78.2% | $3,919-72.3% | $4,762-77.2% |
| Participant deferral / active EE | $11,071 | $5,910+87.3% | $5,047+119.3% | $5,983+85.0% |
| Admin fee / account holder | $10 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |