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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 | $19,653 | $72,492-72.9% | $87,102-77.4% | $72,983-73.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 94.05% | 24.46%+69.6pp | 28.19%+65.9pp | 81.01%+13.0pp |
| Employer contribution / active EE | $1,331 | $1,894-29.7% | $2,521-47.2% | $2,440-45.5% |
| Participant deferral / active EE | $6,762 | $3,270+106.8% | $4,048+67.0% | $3,608+87.4% |
| Admin fee / account holder | $93 | $5,055-98.2% | $7,491-98.8% | $5,124-98.2% |