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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 | $15,245 | $112,933-86.5% | $90,970-83.2% | $158,982-90.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.75% | 215.82%-197.1pp | 134.60%-115.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,677 | $2,893-42.0% | $2,122-20.9% | $4,763-64.8% |
| Participant deferral / active EE | $2,306 | $4,128-44.1% | $3,373-31.6% | $5,983-61.5% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |