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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 | $10,302 | $103,392-90.0% | $87,104-88.2% | $152,897-93.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 719.34% | 28.10%+691.2pp | 28.19%+691.1pp | 345.43%+373.9pp |
| Employer contribution / active EE | $1,883 | $3,221-41.5% | $2,521-25.3% | $4,764-60.5% |
| Participant deferral / active EE | $3,501 | $4,778-26.7% | $4,048-13.5% | $5,851-40.2% |
| Admin fee / account holder | $79 | $12,194-99.4% | $7,491-98.9% | $11,599-99.3% |