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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 | $11,277 | $111,787-89.9% | $93,681-88.0% | $145,978-92.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 66.55% | 203.52%-137.0pp | 133.47%-66.9pp | 550.52%-484.0pp |
| Employer contribution / active EE | $2,112 | $3,093-31.7% | $2,422-12.8% | $4,662-54.7% |
| Participant deferral / active EE | $2,112 | $4,918-57.1% | $4,415-52.2% | $6,690-68.4% |
| Admin fee / account holder | $14 | $10,256-99.9% | $8,290-99.8% | $13,400-99.9% |