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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 | $20,265 | $99,079-79.5% | $78,002-74.0% | $273,972-92.6% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.5%+16.8pp | 83.0%+9.3pp |
| Annual return | 13.17% | 217.93%-204.8pp | 425.99%-412.8pp | 41.46%-28.3pp |
| Employer contribution / active EE | $5,782 | $3,308+74.8% | $2,470+134.1% | $4,869+18.8% |
| Participant deferral / active EE | $4,957 | $4,306+15.1% | $3,497+41.8% | $5,287-6.2% |
| Admin fee / account holder | $150 | $8,954-98.3% | $5,481-97.3% | $10,133-98.5% |