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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 | $19,499 | $152,592-87.2% | $125,180-84.4% | $152,885-87.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.35% | 54.84%-24.5pp | 43.79%-13.4pp | 345.39%-315.0pp |
| Employer contribution / active EE | $2,428 | $4,947-50.9% | $3,866-37.2% | $4,763-49.0% |
| Participant deferral / active EE | $5,835 | $5,868-0.6% | $4,937+18.2% | $5,851-0.3% |
| Admin fee / account holder | $131 | $13,435-99.0% | $9,703-98.7% | $11,598-98.9% |