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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 | $19,563 | $103,393-81.1% | $87,103-77.5% | $152,909-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 40.13% | 28.10%+12.0pp | 28.19%+11.9pp | 345.46%-305.3pp |
| Employer contribution / active EE | $895 | $3,221-72.2% | $2,521-64.5% | $4,764-81.2% |
| Participant deferral / active EE | $5,595 | $4,778+17.1% | $4,049+38.2% | $5,851-4.4% |
| Admin fee / account holder | $45 | $12,195-99.6% | $7,491-99.4% | $11,601-99.6% |