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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 | $23,505 | $152,612-84.6% | $125,192-81.2% | $152,897-84.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 21.93% | 54.85%-32.9pp | 43.79%-21.9pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,925 | $4,947-40.9% | $3,866-24.3% | $4,764-38.6% |
| Participant deferral / active EE | $7,079 | $5,868+20.6% | $4,937+43.4% | $5,851+21.0% |
| Admin fee / account holder | $120 | $13,437-99.1% | $9,704-98.8% | $11,599-99.0% |