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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 | $8,319 | $104,953-92.1% | $84,637-90.2% | $152,909-94.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.44% | 373.94%-349.5pp | 258.82%-234.4pp | 345.46%-321.0pp |
| Employer contribution / active EE | $2,552 | $3,304-22.8% | $2,653-3.8% | $4,764-46.4% |
| Participant deferral / active EE | $1,691 | $4,691-63.9% | $3,900-56.6% | $5,851-71.1% |
| Admin fee / account holder | $121 | $6,244-98.1% | $4,914-97.5% | $11,601-99.0% |