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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 | $16,422 | $150,346-89.1% | $120,524-86.4% | $145,877-88.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 32.50% | 154.40%-121.9pp | 107.36%-74.9pp | 551.28%-518.8pp |
| Employer contribution / active EE | $1,807 | $4,353-58.5% | $3,469-47.9% | $4,663-61.3% |
| Participant deferral / active EE | $3,975 | $6,172-35.6% | $4,994-20.4% | $6,691-40.6% |
| Admin fee / account holder | $89 | $12,215-99.3% | $9,440-99.1% | $13,402-99.3% |