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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 | $9,215 | $112,131-91.8% | $95,964-90.4% | $158,982-94.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 34.05% | 171.19%-137.1pp | 91.64%-57.6pp | 302.99%-268.9pp |
| Employer contribution / active EE | $1,966 | $3,199-38.5% | $2,541-22.6% | $4,763-58.7% |
| Participant deferral / active EE | $1,966 | $4,784-58.9% | $4,167-52.8% | $5,983-67.1% |
| Admin fee / account holder | $26 | $10,136-99.7% | $6,797-99.6% | $11,252-99.8% |