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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 | $5,376 | $95,415-94.4% | $185,851-97.1% | $85,851-93.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.07% | 23.59%-6.5pp | 122.11%-105.0pp | 318.63%-301.6pp |
| Employer contribution / active EE | $2,454 | $3,314-26.0% | $5,168-52.5% | $2,565-4.4% |
| Participant deferral / active EE | $1,893 | $3,424-44.7% | $5,569-66.0% | $3,952-52.1% |
| Admin fee / account holder | $178 | $7,215-97.5% | $16,245-98.9% | $6,261-97.2% |