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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 | $20,025 | $152,619-86.9% | $125,195-84.0% | $152,909-86.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 28.16% | 54.85%-26.7pp | 43.79%-15.6pp | 345.46%-317.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,641 | $5,869-55.0% | $4,937-46.5% | $5,851-54.9% |
| Admin fee / account holder | $97 | $13,437-99.3% | $9,704-99.0% | $11,601-99.2% |