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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 | $8,466 | $48,277-82.5% | $67,511-87.5% | $80,874-89.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 67.58% | 18.27%+49.3pp | 3517.41%-3449.8pp | 35.62%+32.0pp |
| Employer contribution / active EE | $2,305 | $2,021+14.0% | $2,733-15.6% | $2,756-16.4% |
| Participant deferral / active EE | $4,480 | $2,926+53.1% | $4,000+12.0% | $4,297+4.3% |
| Admin fee / account holder | $71 | $3,687-98.1% | $3,999-98.2% | $6,935-99.0% |