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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 | $16,440 | $183,592-91.0% | $155,567-89.4% | $145,959-88.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.42% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,979 | $5,315-62.8% | $4,674-57.7% | $4,661-57.5% |
| Participant deferral / active EE | $2,408 | $6,464-62.7% | $5,628-57.2% | $6,689-64.0% |
| Admin fee / account holder | $139 | $19,318-99.3% | $15,916-99.1% | $13,398-99.0% |