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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 | $11,833 | $115,814-89.8% | $101,275-88.3% | $158,982-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.49% | 56.16%-21.7pp | 46.48%-12.0pp | 302.99%-268.5pp |
| Employer contribution / active EE | $2,414 | $4,176-42.2% | $3,660-34.0% | $4,763-49.3% |
| Participant deferral / active EE | $4,817 | $4,958-2.9% | $4,371+10.2% | $5,983-19.5% |
| Admin fee / account holder | $175 | $7,249-97.6% | $5,948-97.1% | $11,252-98.4% |