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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 | $5,845 | $108,695-94.6% | $74,722-92.2% | $152,897-96.2% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 86.28% | 114.11%-27.8pp | 753.11%-666.8pp | 345.43%-259.1pp |
| Employer contribution / active EE | $1,849 | $1,504+22.9% | $1,084+70.5% | $4,764-61.2% |
| Participant deferral / active EE | $2,848 | $2,712+5.0% | $1,963+45.1% | $5,851-51.3% |
| Admin fee / account holder | $140 | $4,906-97.1% | $3,335-95.8% | $11,599-98.8% |