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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 | $13,549 | $115,814-88.3% | $101,275-86.6% | $158,982-91.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.13% | 56.16%-39.0pp | 46.48%-29.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $1,993 | $4,176-52.3% | $3,660-45.6% | $4,763-58.2% |
| Participant deferral / active EE | $4,878 | $4,958-1.6% | $4,371+11.6% | $5,983-18.5% |
| Admin fee / account holder | $162 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |