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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 | $16,127 | $112,121-85.6% | $95,960-83.2% | $158,966-89.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 35.42% | 171.16%-135.7pp | 91.63%-56.2pp | 302.95%-267.5pp |
| Employer contribution / active EE | $2,096 | $3,199-34.5% | $2,541-17.5% | $4,762-56.0% |
| Participant deferral / active EE | $5,250 | $4,784+9.7% | $4,167+26.0% | $5,983-12.3% |
| Admin fee / account holder | $129 | $10,135-98.7% | $6,797-98.1% | $11,250-98.9% |