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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 | $19,677 | $166,131-88.2% | $164,975-88.1% | $145,877-86.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 42.08% | 100.37%-58.3pp | 70.12%-28.0pp | 551.28%-509.2pp |
| Employer contribution / active EE | $1,609 | $5,276-69.5% | $4,343-63.0% | $4,663-65.5% |
| Participant deferral / active EE | $3,008 | $6,962-56.8% | $6,033-50.1% | $6,691-55.0% |
| Admin fee / account holder | $80 | $16,648-99.5% | $12,688-99.4% | $13,402-99.4% |