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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 | $13,742 | $115,810-88.1% | $101,271-86.4% | $158,966-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.03% | 56.15%-33.1pp | 46.48%-23.4pp | 302.95%-279.9pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,762-62.6% |
| Participant deferral / active EE | $4,483 | $4,958-9.6% | $4,371+2.6% | $5,983-25.1% |
| Admin fee / account holder | $126 | $7,248-98.3% | $5,948-97.9% | $11,250-98.9% |