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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 | $18,020 | $112,933-84.0% | $90,970-80.2% | $158,982-88.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.81% | 215.82%-192.0pp | 134.60%-110.8pp | 302.99%-279.2pp |
| Employer contribution / active EE | $2,647 | $2,893-8.5% | $2,122+24.8% | $4,763-44.4% |
| Participant deferral / active EE | $1,950 | $4,128-52.7% | $3,373-42.2% | $5,983-67.4% |
| Admin fee / account holder | $96 | $8,047-98.8% | $5,961-98.4% | $11,252-99.1% |