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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 | $8,247 | $112,935-92.7% | $90,970-90.9% | $158,966-94.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 31.26% | 215.79%-184.5pp | 134.58%-103.3pp | 302.95%-271.7pp |
| Employer contribution / active EE | $5,660 | $2,895+95.5% | $2,122+166.7% | $4,762+18.8% |
| Participant deferral / active EE | $1,659 | $4,129-59.8% | $3,373-50.8% | $5,983-72.3% |
| Admin fee / account holder | $68 | $8,045-99.2% | $5,960-98.9% | $11,250-99.4% |