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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 | $10,666 | $91,198-88.3% | $178,503-94.0% | $79,856-86.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 48.18% | 24.20%+24.0pp | 151.12%-102.9pp | 31.71%+16.5pp |
| Employer contribution / active EE | $2,028 | $3,257-37.7% | $5,011-59.5% | $2,471-17.9% |
| Participant deferral / active EE | $5,521 | $3,237+70.6% | $5,202+6.1% | $3,741+47.6% |
| Admin fee / account holder | $197 | $6,748-97.1% | $13,987-98.6% | $5,306-96.3% |