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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 | $14,354 | $157,829-90.9% | $136,867-89.5% | $198,609-92.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 18.67% | 51.25%-32.6pp | 42.97%-24.3pp | 202.70%-184.0pp |
| Employer contribution / active EE | $5,170 | $3,923+31.8% | $3,547+45.8% | $5,055+2.3% |
| Participant deferral / active EE | $5,170 | $5,463-5.4% | $4,924+5.0% | $6,977-25.9% |
| Admin fee / account holder | $218 | $11,107-98.0% | $10,340-97.9% | $19,030-98.9% |