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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 | $21,545 | $157,829-86.3% | $136,867-84.3% | $198,609-89.2% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 10.02% | 51.25%-41.2pp | 42.97%-32.9pp | 202.70%-192.7pp |
| Employer contribution / active EE | $1,819 | $3,923-53.6% | $3,547-48.7% | $5,055-64.0% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $235 | $11,107-97.9% | $10,340-97.7% | $19,030-98.8% |