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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 | $15,248 | $112,131-86.4% | $95,964-84.1% | $158,982-90.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.95% | 171.19%-149.2pp | 91.64%-69.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $2,282 | $3,199-28.7% | $2,541-10.2% | $4,763-52.1% |
| Participant deferral / active EE | $4,480 | $4,784-6.4% | $4,167+7.5% | $5,983-25.1% |
| Admin fee / account holder | $225 | $10,136-97.8% | $6,797-96.7% | $11,252-98.0% |