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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 | $11,209 | $110,801-89.9% | $86,868-87.1% | $167,518-93.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 226.51% | 117.00%+109.5pp | 63.53%+163.0pp | 478.71%-252.2pp |
| Employer contribution / active EE | $3,017 | $3,245-7.0% | $2,496+20.9% | $4,838-37.6% |
| Participant deferral / active EE | $4,253 | $4,547-6.5% | $3,699+15.0% | $6,342-32.9% |
| Admin fee / account holder | $28 | $8,417-99.7% | $5,829-99.5% | $12,312-99.8% |