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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 | $11,333 | $115,814-90.2% | $101,275-88.8% | $158,982-92.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.05% | 56.16%-31.1pp | 46.48%-21.4pp | 302.99%-277.9pp |
| Employer contribution / active EE | $1,762 | $4,176-57.8% | $3,660-51.8% | $4,763-63.0% |
| Participant deferral / active EE | $2,986 | $4,958-39.8% | $4,371-31.7% | $5,983-50.1% |
| Admin fee / account holder | $182 | $7,249-97.5% | $5,948-96.9% | $11,252-98.4% |