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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 | $20,136 | $103,387-80.5% | $87,102-76.9% | $152,885-86.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.35% | 28.10%-8.7pp | 28.19%-8.8pp | 345.39%-326.0pp |
| Employer contribution / active EE | $5,730 | $3,221+77.9% | $2,521+127.3% | $4,763+20.3% |
| Participant deferral / active EE | $4,111 | $4,778-14.0% | $4,048+1.6% | $5,851-29.7% |
| Admin fee / account holder | $151 | $12,193-98.8% | $7,491-98.0% | $11,598-98.7% |