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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 | $18,922 | $118,708-84.1% | $98,920-80.9% | $158,982-88.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.14% | 372.49%-347.3pp | 196.47%-171.3pp | 302.99%-277.8pp |
| Employer contribution / active EE | $2,156 | $3,334-35.3% | $2,689-19.8% | $4,763-54.7% |
| Participant deferral / active EE | $4,505 | $5,089-11.5% | $4,245+6.1% | $5,983-24.7% |
| Admin fee / account holder | $253 | $10,134-97.5% | $6,643-96.2% | $11,252-97.8% |