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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 | $7,306 | $102,638-92.9% | $81,991-91.1% | $158,966-95.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 127.40% | 61.05%+66.3pp | 41.31%+86.1pp | 302.95%-175.5pp |
| Employer contribution / active EE | $1,459 | $3,241-55.0% | $2,498-41.6% | $4,762-69.4% |
| Participant deferral / active EE | $4,265 | $4,649-8.3% | $3,722+14.6% | $5,983-28.7% |
| Admin fee / account holder | $72 | $8,237-99.1% | $5,665-98.7% | $11,250-99.4% |