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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 | $15,300 | $106,918-85.7% | $84,021-81.8% | $152,897-90.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 33.94% | 105.01%-71.1pp | 71.32%-37.4pp | 345.43%-311.5pp |
| Employer contribution / active EE | $1,390 | $2,735-49.2% | $1,984-29.9% | $4,764-70.8% |
| Participant deferral / active EE | $4,287 | $4,012+6.9% | $3,239+32.4% | $5,851-26.7% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |