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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 | $15,535 | $81,208-80.9% | $98,920-84.3% | $79,856-80.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.88% | 60.99%-48.1pp | 196.47%-183.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,681 | $1,960-14.2% | $2,689-37.5% | $2,471-32.0% |
| Participant deferral / active EE | $2,527 | $3,265-22.6% | $4,245-40.5% | $3,741-32.4% |
| Admin fee / account holder | $223 | $6,013-96.3% | $6,643-96.6% | $5,306-95.8% |