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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 | $19,930 | $112,131-82.2% | $95,964-79.2% | $158,982-87.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 29.73% | 171.19%-141.5pp | 91.64%-61.9pp | 302.99%-273.3pp |
| Employer contribution / active EE | $3,969 | $3,199+24.1% | $2,541+56.2% | $4,763-16.7% |
| Participant deferral / active EE | $7,243 | $4,784+51.4% | $4,167+73.8% | $5,983+21.0% |
| Admin fee / account holder | $88 | $10,136-99.1% | $6,797-98.7% | $11,252-99.2% |