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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 | $15,551 | $115,814-86.6% | $101,275-84.6% | $158,982-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 43.48% | 56.16%-12.7pp | 46.48%-3.0pp | 302.99%-259.5pp |
| Employer contribution / active EE | $1,072 | $4,176-74.3% | $3,660-70.7% | $4,763-77.5% |
| Participant deferral / active EE | $6,672 | $4,958+34.6% | $4,371+52.6% | $5,983+11.5% |
| Admin fee / account holder | $61 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |