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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 | $18,824 | $103,392-81.8% | $87,104-78.4% | $152,897-87.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.06% | 28.10%-9.0pp | 28.19%-9.1pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,500 | $3,221-22.4% | $2,521-0.8% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |