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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 | $25,404 | $234,190-89.2% | $180,320-85.9% | $198,609-87.2% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.5%+8.5pp | 82.4%-2.4pp |
| Annual return | 22.34% | 1057.44%-1035.1pp | 778.54%-756.2pp | 202.70%-180.4pp |
| Employer contribution / active EE | $2,180 | $5,258-58.5% | $4,108-46.9% | $5,055-56.9% |
| Participant deferral / active EE | $4,924 | $4,988-1.3% | $4,304+14.4% | $6,977-29.4% |
| Admin fee / account holder | $25 | $12,558-99.8% | $10,000-99.7% | $19,030-99.9% |