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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 | $19,343 | $157,296-87.7% | $141,191-86.3% | $152,897-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.67% | 64.34%-29.7pp | 71.41%-36.7pp | 345.43%-310.8pp |
| Employer contribution / active EE | $1,644 | $5,262-68.8% | $4,736-65.3% | $4,764-65.5% |
| Participant deferral / active EE | $7,187 | $7,111+1.1% | $6,710+7.1% | $5,851+22.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |