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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 | $19,651 | $131,835-85.1% | $108,582-81.9% | $273,972-92.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 45.91% | -91.57%+137.5pp | -51.70%+97.6pp | 41.46%+4.5pp |
| Employer contribution / active EE | $7,289 | $4,913+48.4% | $3,758+93.9% | $4,869+49.7% |
| Participant deferral / active EE | $5,016 | $5,127-2.2% | $4,311+16.4% | $5,287-5.1% |
| Admin fee / account holder | $292 | $10,253-97.2% | $7,645-96.2% | $10,133-97.1% |