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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 | $19,075 | $118,708-83.9% | $98,920-80.7% | $158,982-88.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.50% | 372.49%-342.0pp | 196.47%-166.0pp | 302.99%-272.5pp |
| Employer contribution / active EE | $2,311 | $3,334-30.7% | $2,689-14.1% | $4,763-51.5% |
| Participant deferral / active EE | $5,449 | $5,089+7.1% | $4,245+28.4% | $5,983-8.9% |
| Admin fee / account holder | $31 | $10,134-99.7% | $6,643-99.5% | $11,252-99.7% |