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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 | $20,107 | $152,612-86.8% | $125,192-83.9% | $152,897-86.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.90% | 54.85%-41.9pp | 43.79%-30.9pp | 345.43%-332.5pp |
| Employer contribution / active EE | $1,813 | $4,947-63.4% | $3,866-53.1% | $4,764-61.9% |
| Participant deferral / active EE | $3,486 | $5,868-40.6% | $4,937-29.4% | $5,851-40.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |