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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 | $14,591 | $102,422-85.8% | $147,117-90.1% | $80,959-82.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.77% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $2,962 | $3,717-20.3% | $4,932-40.0% | $2,757+7.4% |
| Participant deferral / active EE | $3,086 | $6,652-53.6% | $8,065-61.7% | $4,300-28.2% |
| Admin fee / account holder | $257 | $7,953-96.8% | $12,993-98.0% | $6,925-96.3% |