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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 | $21,137 | $152,612-86.2% | $125,192-83.1% | $152,897-86.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.18% | 54.85%-26.7pp | 43.79%-15.6pp | 345.43%-317.2pp |
| Employer contribution / active EE | $2,611 | $4,947-47.2% | $3,866-32.5% | $4,764-45.2% |
| Participant deferral / active EE | $4,249 | $5,868-27.6% | $4,937-13.9% | $5,851-27.4% |
| Admin fee / account holder | $13 | $13,437-99.9% | $9,704-99.9% | $11,599-99.9% |