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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 | $10,609 | $65,566-83.8% | $86,235-87.7% | $75,177-85.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 142.08% | 46.07%+96.0pp | 1170.03%-1027.9pp | 160.75%-18.7pp |
| Employer contribution / active EE | $2,535 | $1,553+63.2% | $2,381+6.5% | $2,671-5.1% |
| Participant deferral / active EE | $6,087 | $3,023+101.4% | $3,987+52.7% | $4,126+47.5% |
| Admin fee / account holder | $39 | $5,470-99.3% | $6,856-99.4% | $5,651-99.3% |