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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 | $15,105 | $106,003-85.8% | $92,236-83.6% | $147,585-89.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 30.72% | 50.05%-19.3pp | 176.29%-145.6pp | 578.57%-547.9pp |
| Employer contribution / active EE | $2,876 | $4,333-33.6% | $3,679-21.8% | $4,876-41.0% |
| Participant deferral / active EE | $4,958 | $4,478+10.7% | $3,897+27.2% | $5,439-8.8% |
| Admin fee / account holder | $121 | $6,333-98.1% | $5,194-97.7% | $10,885-98.9% |