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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 | $14,922 | $107,363-86.1% | $92,909-83.9% | $152,897-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 28.00% | 145.63%-117.6pp | 109.44%-81.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $1,537 | $4,222-63.6% | $3,653-57.9% | $4,764-67.7% |
| Participant deferral / active EE | $9,388 | $4,848+93.7% | $4,238+121.5% | $5,851+60.5% |
| Admin fee / account holder | $29 | $7,082-99.6% | $5,795-99.5% | $11,599-99.7% |