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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 | $16,403 | $112,935-85.5% | $90,970-82.0% | $158,966-89.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.86% | 215.79%-186.9pp | 134.58%-105.7pp | 302.95%-274.1pp |
| Employer contribution / active EE | $1,801 | $2,895-37.8% | $2,122-15.1% | $4,762-62.2% |
| Participant deferral / active EE | $7,481 | $4,129+81.2% | $3,373+121.8% | $5,983+25.0% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |