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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 | $18,340 | $166,242-89.0% | $165,071-88.9% | $145,884-87.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.31% | 100.44%-89.1pp | 70.17%-58.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,703 | $5,283-67.8% | $4,347-60.8% | $4,662-63.5% |
| Participant deferral / active EE | $3,337 | $6,964-52.1% | $6,035-44.7% | $6,690-50.1% |
| Admin fee / account holder | $267 | $16,658-98.4% | $12,695-97.9% | $13,392-98.0% |