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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 | $15,396 | $112,121-86.3% | $95,960-84.0% | $158,966-90.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.84% | 171.16%-149.3pp | 91.63%-69.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $1,828 | $3,199-42.9% | $2,541-28.1% | $4,762-61.6% |
| Participant deferral / active EE | $4,201 | $4,784-12.2% | $4,167+0.8% | $5,983-29.8% |
| Admin fee / account holder | $201 | $10,135-98.0% | $6,797-97.0% | $11,250-98.2% |