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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 | $12,655 | $115,814-89.1% | $101,275-87.5% | $158,982-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 41.18% | 56.16%-15.0pp | 46.48%-5.3pp | 302.99%-261.8pp |
| Employer contribution / active EE | $2,217 | $4,176-46.9% | $3,660-39.4% | $4,763-53.5% |
| Participant deferral / active EE | $4,608 | $4,958-7.1% | $4,371+5.4% | $5,983-23.0% |
| Admin fee / account holder | $191 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |