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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 | $10,991 | $115,814-90.5% | $101,275-89.1% | $158,982-93.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 29.32% | 56.16%-26.8pp | 46.48%-17.2pp | 302.99%-273.7pp |
| Employer contribution / active EE | $2,086 | $4,176-50.0% | $3,660-43.0% | $4,763-56.2% |
| Participant deferral / active EE | $1,988 | $4,958-59.9% | $4,371-54.5% | $5,983-66.8% |
| Admin fee / account holder | $100 | $7,249-98.6% | $5,948-98.3% | $11,252-99.1% |