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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 | $8,915 | $103,385-91.4% | $87,104-89.8% | $152,870-94.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 77.93% | 28.10%+49.8pp | 28.19%+49.7pp | 345.34%-267.4pp |
| Employer contribution / active EE | $3,667 | $3,220+13.8% | $2,521+45.4% | $4,763-23.0% |
| Participant deferral / active EE | $3,874 | $4,778-18.9% | $4,049-4.3% | $5,850-33.8% |
| Admin fee / account holder | $196 | $12,192-98.4% | $7,490-97.4% | $11,597-98.3% |