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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 | $10,900 | $104,953-89.6% | $84,637-87.1% | $152,909-92.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 40.23% | 373.94%-333.7pp | 258.82%-218.6pp | 345.46%-305.2pp |
| Employer contribution / active EE | $2,267 | $3,304-31.4% | $2,653-14.6% | $4,764-52.4% |
| Participant deferral / active EE | $4,534 | $4,691-3.3% | $3,900+16.2% | $5,851-22.5% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |