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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 | $23,875 | $102,385-76.7% | $147,080-83.8% | $80,935-70.5% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 23.64% | 135.09%-111.5pp | 420.17%-396.5pp | 35.66%-12.0pp |
| Employer contribution / active EE | $3,108 | $3,717-16.4% | $4,933-37.0% | $2,757+12.7% |
| Participant deferral / active EE | $5,758 | $6,651-13.4% | $8,066-28.6% | $4,299+33.9% |
| Admin fee / account holder | $135 | $7,951-98.3% | $12,989-99.0% | $6,924-98.0% |