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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 | $20,564 | $105,198-80.5% | $159,455-87.1% | $85,856-76.0% |
| Participation rate | 75.8% | 75.8%0pp | 82.8%-7.1pp | 69.3%+6.4pp |
| Annual return | 19.48% | 45.08%-25.6pp | 263.63%-244.1pp | 318.58%-299.1pp |
| Employer contribution / active EE | $2,432 | $3,319-26.7% | $4,830-49.6% | $2,565-5.2% |
| Participant deferral / active EE | $5,674 | $5,946-4.6% | $7,353-22.8% | $3,952+43.6% |
| Admin fee / account holder | $168 | $6,934-97.6% | $10,800-98.4% | $6,261-97.3% |