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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 | $17,982 | $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 | 41.72% | 105.00%-63.3pp | 71.31%-29.6pp | 345.39%-303.7pp |
| Employer contribution / active EE | $1,501 | $2,735-45.1% | $1,984-24.3% | $4,763-68.5% |
| Participant deferral / active EE | $4,331 | $4,012+7.9% | $3,239+33.7% | $5,851-26.0% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |