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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 | $15,105 | $112,099-86.5% | $95,954-84.3% | $158,931-90.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.43% | 171.12%-144.7pp | 91.62%-65.2pp | 302.86%-276.4pp |
| Employer contribution / active EE | $2,296 | $3,198-28.2% | $2,541-9.7% | $4,761-51.8% |
| Participant deferral / active EE | $5,129 | $4,784+7.2% | $4,167+23.1% | $5,982-14.3% |
| Admin fee / account holder | $179 | $10,132-98.2% | $6,796-97.4% | $11,247-98.4% |