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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 | $18,055 | $118,708-84.8% | $98,920-81.7% | $158,982-88.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 41.23% | 372.49%-331.3pp | 196.47%-155.2pp | 302.99%-261.8pp |
| Employer contribution / active EE | $1,850 | $3,334-44.5% | $2,689-31.2% | $4,763-61.2% |
| Participant deferral / active EE | $10,288 | $5,089+102.2% | $4,245+142.4% | $5,983+71.9% |
| Admin fee / account holder | $92 | $10,134-99.1% | $6,643-98.6% | $11,252-99.2% |