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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 | $18,865 | $112,121-83.2% | $95,960-80.3% | $158,966-88.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.92% | 171.16%-155.2pp | 91.63%-75.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $1,384 | $3,199-56.8% | $2,541-45.6% | $4,762-70.9% |
| Participant deferral / active EE | $3,735 | $4,784-21.9% | $4,167-10.4% | $5,983-37.6% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |