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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 | $19,973 | $157,276-87.3% | $141,177-85.9% | $152,885-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.27% | 64.33%-26.1pp | 71.40%-33.1pp | 345.39%-307.1pp |
| Employer contribution / active EE | $2,100 | $5,262-60.1% | $4,736-55.7% | $4,763-55.9% |
| Participant deferral / active EE | $5,218 | $7,110-26.6% | $6,710-22.2% | $5,851-10.8% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |