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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 | $19,952 | $152,612-86.9% | $125,192-84.1% | $152,897-87.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.31% | 54.85%-27.5pp | 43.79%-16.5pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,742 | $4,947-64.8% | $3,866-54.9% | $4,764-63.4% |
| Participant deferral / active EE | $4,153 | $5,868-29.2% | $4,937-15.9% | $5,851-29.0% |
| Admin fee / account holder | $237 | $13,437-98.2% | $9,704-97.6% | $11,599-98.0% |