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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 | $20,088 | $105,198-80.9% | $159,455-87.4% | $85,856-76.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.28% | 45.08%-31.8pp | 263.63%-250.4pp | 318.58%-305.3pp |
| Employer contribution / active EE | $2,555 | $3,319-23.0% | $4,830-47.1% | $2,565-0.4% |
| Participant deferral / active EE | $3,230 | $5,946-45.7% | $7,353-56.1% | $3,952-18.3% |
| Admin fee / account holder | $295 | $6,934-95.8% | $10,800-97.3% | $6,261-95.3% |