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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 | $8,271 | $115,810-92.9% | $101,271-91.8% | $158,966-94.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 49.65% | 56.15%-6.5pp | 46.48%+3.2pp | 302.95%-253.3pp |
| Employer contribution / active EE | $1,941 | $4,175-53.5% | $3,660-47.0% | $4,762-59.2% |
| Participant deferral / active EE | $3,385 | $4,958-31.7% | $4,371-22.6% | $5,983-43.4% |
| Admin fee / account holder | $23 | $7,248-99.7% | $5,948-99.6% | $11,250-99.8% |