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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 | $17,977 | $106,905-83.2% | $84,020-78.6% | $152,885-88.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.87% | 105.00%-80.1pp | 71.31%-46.4pp | 345.39%-320.5pp |
| Employer contribution / active EE | $2,895 | $2,735+5.9% | $1,984+46.0% | $4,763-39.2% |
| Participant deferral / active EE | $5,783 | $4,012+44.2% | $3,239+78.6% | $5,851-1.2% |
| Admin fee / account holder | $234 | $8,287-97.2% | $6,101-96.2% | $11,598-98.0% |