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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 | $9,411 | $166,242-94.3% | $165,071-94.3% | $145,884-93.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.55% | 100.44%-81.9pp | 70.17%-51.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $2,222 | $5,283-57.9% | $4,347-48.9% | $4,662-52.3% |
| Participant deferral / active EE | $2,640 | $6,964-62.1% | $6,035-56.2% | $6,690-60.5% |
| Admin fee / account holder | $12 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |