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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 | $10,835 | $105,960-89.8% | $81,726-86.7% | $158,982-93.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 68.45% | 38.19%+30.3pp | 29.49%+39.0pp | 302.99%-234.5pp |
| Employer contribution / active EE | $2,502 | $7,805-67.9% | $4,311-42.0% | $4,763-47.5% |
| Participant deferral / active EE | $5,700 | $13,011-56.2% | $7,108-19.8% | $5,983-4.7% |
| Admin fee / account holder | $58 | $8,494-99.3% | $5,160-98.9% | $11,252-99.5% |