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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 | $21,656 | $157,829-86.3% | $136,867-84.2% | $198,609-89.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 23.20% | 51.25%-28.1pp | 42.97%-19.8pp | 202.70%-179.5pp |
| Employer contribution / active EE | $5,565 | $3,923+41.9% | $3,547+56.9% | $5,055+10.1% |
| Participant deferral / active EE | $6,957 | $5,463+27.3% | $4,924+41.3% | $6,977-0.3% |
| Admin fee / account holder | $36 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |