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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 | $14,784 | $115,814-87.2% | $101,275-85.4% | $158,982-90.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.43% | 56.16%-34.7pp | 46.48%-25.1pp | 302.99%-281.6pp |
| Employer contribution / active EE | $1,707 | $4,176-59.1% | $3,660-53.4% | $4,763-64.2% |
| Participant deferral / active EE | $7,429 | $4,958+49.8% | $4,371+70.0% | $5,983+24.2% |
| Admin fee / account holder | $111 | $7,249-98.5% | $5,948-98.1% | $11,252-99.0% |