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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 | $19,717 | $157,296-87.5% | $141,191-86.0% | $152,897-87.1% |
| Participation rate | 76.5% | 84.8%-8.4pp | 82.5%-6.0pp | 82.5%-6.0pp |
| Annual return | 154.83% | 64.34%+90.5pp | 71.41%+83.4pp | 345.43%-190.6pp |
| Employer contribution / active EE | $1,413 | $5,262-73.2% | $4,736-70.2% | $4,764-70.3% |
| Participant deferral / active EE | $5,849 | $7,111-17.7% | $6,710-12.8% | $5,8510% |
| Admin fee / account holder | $104 | $12,125-99.1% | $10,264-99.0% | $11,599-99.1% |