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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 | $16,047 | $48,570-67.0% | $130,660-87.7% | $72,983-78.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.26% | 38.63%-16.4pp | 1709.29%-1687.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $4,465 | $1,334+234.7% | $4,092+9.1% | $2,440+83.0% |
| Participant deferral / active EE | $2,289 | $2,384-4.0% | $3,603-36.5% | $3,608-36.6% |
| Admin fee / account holder | $78 | $3,549-97.8% | $5,463-98.6% | $5,124-98.5% |