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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 | $14,328 | $72,273-80.2% | $101,275-85.9% | $79,856-82.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 142.74% | 22.30%+120.4pp | 46.48%+96.3pp | 31.71%+111.0pp |
| Employer contribution / active EE | $4,472 | $2,691+66.2% | $3,660+22.2% | $2,471+80.9% |
| Participant deferral / active EE | $2,476 | $3,282-24.5% | $4,371-43.3% | $3,741-33.8% |
| Admin fee / account holder | $245 | $4,401-94.4% | $5,948-95.9% | $5,306-95.4% |