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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 | $17,469 | $167,353-89.6% | $143,797-87.9% | $134,545-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 62.46% | 0.48%+62.0pp | -0.04%+62.5pp | 418.37%-355.9pp |
| Employer contribution / active EE | $1,811 | $5,620-67.8% | $4,952-63.4% | $4,742-61.8% |
| Participant deferral / active EE | $4,520 | $6,447-29.9% | $5,638-19.8% | $6,401-29.4% |
| Admin fee / account holder | $50 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |