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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 | $10,353 | $109,411-90.5% | $89,435-88.4% | $158,982-93.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 36.98% | 345.68%-308.7pp | 245.55%-208.6pp | 302.99%-266.0pp |
| Employer contribution / active EE | $1,457 | $3,173-54.1% | $2,587-43.7% | $4,763-69.4% |
| Participant deferral / active EE | $2,087 | $4,600-54.6% | $3,890-46.4% | $5,983-65.1% |
| Admin fee / account holder | $5 | $6,159-99.9% | $4,884-99.9% | $11,252-100.0% |