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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 | $17,134 | $157,296-89.1% | $141,191-87.9% | $152,897-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.21% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,856 | $5,262-64.7% | $4,736-60.8% | $4,764-61.0% |
| Participant deferral / active EE | $5,224 | $7,111-26.5% | $6,710-22.2% | $5,851-10.7% |
| Admin fee / account holder | $249 | $12,125-97.9% | $10,264-97.6% | $11,599-97.9% |