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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 | $5,617 | $115,810-95.1% | $101,271-94.5% | $158,966-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 35.71% | 56.15%-20.4pp | 46.48%-10.8pp | 302.95%-267.2pp |
| Employer contribution / active EE | $2,010 | $4,175-51.9% | $3,660-45.1% | $4,762-57.8% |
| Participant deferral / active EE | $1,399 | $4,958-71.8% | $4,371-68.0% | $5,983-76.6% |
| Admin fee / account holder | $254 | $7,248-96.5% | $5,948-95.7% | $11,250-97.7% |