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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 | $20,662 | $157,829-86.9% | $136,867-84.9% | $198,609-89.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.04% | 51.25%-29.2pp | 42.97%-20.9pp | 202.70%-180.7pp |
| Employer contribution / active EE | $2,204 | $3,923-43.8% | $3,547-37.9% | $5,055-56.4% |
| Participant deferral / active EE | $3,627 | $5,463-33.6% | $4,924-26.3% | $6,977-48.0% |
| Admin fee / account holder | $40 | $11,107-99.6% | $10,340-99.6% | $19,030-99.8% |