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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 | $5,532 | $108,882-94.9% | $96,754-94.3% | $154,746-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 32.29% | 98.39%-66.1pp | 82.04%-49.7pp | 172.34%-140.1pp |
| Employer contribution / active EE | $1,715 | $3,018-43.2% | $2,679-36.0% | $4,379-60.8% |
| Participant deferral / active EE | $2,619 | $5,323-50.8% | $4,758-45.0% | $6,730-61.1% |
| Admin fee / account holder | $264 | $10,200-97.4% | $8,905-97.0% | $14,365-98.2% |