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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 | $25,838 | $69,977-63.1% | $108,582-76.2% | $62,881-58.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 67.07% | 10.73%+56.3pp | -51.70%+118.8pp | 20.14%+46.9pp |
| Employer contribution / active EE | $8,529 | $2,135+299.5% | $3,758+126.9% | $2,281+273.9% |
| Participant deferral / active EE | $5,954 | $3,165+88.1% | $4,311+38.1% | $3,203+85.9% |
| Admin fee / account holder | $160 | $5,076-96.8% | $7,645-97.9% | $4,296-96.3% |