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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 | $15,361 | $115,810-86.7% | $101,271-84.8% | $158,966-90.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 33.92% | 56.15%-22.2pp | 46.48%-12.6pp | 302.95%-269.0pp |
| Employer contribution / active EE | $3,123 | $4,175-25.2% | $3,660-14.7% | $4,762-34.4% |
| Participant deferral / active EE | $5,272 | $4,958+6.3% | $4,371+20.6% | $5,983-11.9% |
| Admin fee / account holder | $96 | $7,248-98.7% | $5,948-98.4% | $11,250-99.1% |