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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 | $10,535 | $106,918-90.1% | $84,021-87.5% | $152,897-93.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.87% | 105.01%-83.1pp | 71.32%-49.4pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,923 | $2,735-29.7% | $1,984-3.1% | $4,764-59.6% |
| Participant deferral / active EE | $3,617 | $4,012-9.8% | $3,239+11.7% | $5,851-38.2% |
| Admin fee / account holder | $243 | $8,288-97.1% | $6,102-96.0% | $11,599-97.9% |