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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 | $15,957 | $166,268-90.4% | $165,100-90.3% | $145,897-89.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.51% | 100.52%-84.0pp | 70.21%-53.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,746 | $5,284-66.9% | $4,348-59.8% | $4,663-62.5% |
| Participant deferral / active EE | $3,986 | $6,964-42.8% | $6,035-33.9% | $6,689-40.4% |
| Admin fee / account holder | $52 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |