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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 | $21,383 | $177,353-87.9% | $158,226-86.5% | $198,609-89.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 22.66% | 599.50%-576.8pp | 501.41%-478.8pp | 202.70%-180.0pp |
| Employer contribution / active EE | $1,738 | $3,239-46.3% | $2,986-41.8% | $5,055-65.6% |
| Participant deferral / active EE | $6,870 | $4,615+48.9% | $4,317+59.1% | $6,977-1.5% |
| Admin fee / account holder | $65 | $10,960-99.4% | $10,217-99.4% | $19,030-99.7% |