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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 | $9,909 | $109,411-90.9% | $89,435-88.9% | $158,982-93.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 36.63% | 345.68%-309.0pp | 245.55%-208.9pp | 302.99%-266.4pp |
| Employer contribution / active EE | $1,798 | $3,173-43.3% | $2,587-30.5% | $4,763-62.2% |
| Participant deferral / active EE | $9,601 | $4,600+108.7% | $3,890+146.8% | $5,983+60.5% |
| Admin fee / account holder | $94 | $6,159-98.5% | $4,884-98.1% | $11,252-99.2% |