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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 | $16,854 | $112,131-85.0% | $95,964-82.4% | $158,982-89.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.65% | 171.19%-153.5pp | 91.64%-74.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,656 | $3,199-48.3% | $2,541-34.9% | $4,763-65.2% |
| Participant deferral / active EE | $2,805 | $4,784-41.4% | $4,167-32.7% | $5,983-53.1% |
| Admin fee / account holder | $10 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |