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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 | $8,119 | $107,363-92.4% | $92,909-91.3% | $152,897-94.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 53.50% | 145.63%-92.1pp | 109.44%-55.9pp | 345.43%-291.9pp |
| Employer contribution / active EE | $1,339 | $4,222-68.3% | $3,653-63.4% | $4,764-71.9% |
| Participant deferral / active EE | $6,528 | $4,848+34.7% | $4,238+54.0% | $5,851+11.6% |
| Admin fee / account holder | $177 | $7,082-97.5% | $5,795-97.0% | $11,599-98.5% |