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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 | $10,194 | $134,001-92.4% | $112,258-90.9% | $134,509-92.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 125.90% | 47.15%+78.7pp | 27.47%+98.4pp | 418.13%-292.2pp |
| Employer contribution / active EE | $2,577 | $4,039-36.2% | $3,636-29.1% | $4,741-45.6% |
| Participant deferral / active EE | $4,199 | $5,291-20.6% | $4,728-11.2% | $6,400-34.4% |
| Admin fee / account holder | $6 | $7,491-99.9% | $6,411-99.9% | $11,427-99.9% |