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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 | $9,829 | $111,785-91.2% | $93,669-89.5% | $145,877-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.19% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,101 | $3,096-32.1% | $2,424-13.3% | $4,663-54.9% |
| Participant deferral / active EE | $2,439 | $4,919-50.4% | $4,416-44.8% | $6,691-63.6% |
| Admin fee / account holder | $198 | $10,256-98.1% | $8,291-97.6% | $13,402-98.5% |