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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 | $10,040 | $108,942-90.8% | $100,415-90.0% | $145,897-93.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 58.27%-40.8pp | 49.47%-32.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,724 | $4,422-15.8% | $3,943-5.6% | $4,663-20.1% |
| Participant deferral / active EE | $4,746 | $8,461-43.9% | $8,091-41.3% | $6,689-29.1% |
| Admin fee / account holder | $49 | $9,702-99.5% | $7,906-99.4% | $13,390-99.6% |