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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 | $19,054 | $176,105-89.2% | $159,474-88.1% | $167,536-88.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.57% | 331.91%-307.3pp | 263.68%-239.1pp | 478.82%-454.3pp |
| Employer contribution / active EE | $2,751 | $5,299-48.1% | $4,831-43.1% | $4,839-43.2% |
| Participant deferral / active EE | $6,227 | $7,751-19.7% | $7,353-15.3% | $6,342-1.8% |
| Admin fee / account holder | $38 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |