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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 | $26,786 | $99,957-73.2% | $149,730-82.1% | $73,493-63.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 34.14% | 53.87%-19.7pp | 276.70%-242.6pp | 28.51%+5.6pp |
| Employer contribution / active EE | $3,102 | $3,191-2.8% | $4,645-33.2% | $2,270+36.7% |
| Participant deferral / active EE | $7,200 | $6,073+18.6% | $6,843+5.2% | $3,740+92.5% |
| Admin fee / account holder | $140 | $551-74.6% | $9,310-98.5% | $513-72.7% |