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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 | $15,505 | $157,296-90.1% | $141,191-89.0% | $152,897-89.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 40.97% | 64.34%-23.4pp | 71.41%-30.4pp | 345.43%-304.5pp |
| Employer contribution / active EE | $2,813 | $5,262-46.5% | $4,736-40.6% | $4,764-40.9% |
| Participant deferral / active EE | $5,970 | $7,111-16.0% | $6,710-11.0% | $5,851+2.0% |
| Admin fee / account holder | $180 | $12,125-98.5% | $10,264-98.2% | $11,599-98.4% |