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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 | $16,249 | $150,412-89.2% | $120,574-86.5% | $145,884-88.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 30.00% | 154.50%-124.5pp | 107.42%-77.4pp | 551.85%-521.9pp |
| Employer contribution / active EE | $3,398 | $4,355-22.0% | $3,471-2.1% | $4,662-27.1% |
| Participant deferral / active EE | $4,911 | $6,175-20.5% | $4,996-1.7% | $6,690-26.6% |
| Admin fee / account holder | $88 | $12,224-99.3% | $9,445-99.1% | $13,392-99.3% |