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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 | $16,743 | $106,923-84.3% | $84,023-80.1% | $152,909-89.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.84% | 105.02%-84.2pp | 71.32%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,198 | $2,735+90.0% | $1,984+162.0% | $4,764+9.1% |
| Participant deferral / active EE | $7,441 | $4,013+85.4% | $3,239+129.7% | $5,851+27.2% |
| Admin fee / account holder | $281 | $8,289-96.6% | $6,102-95.4% | $11,601-97.6% |