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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 | $14,932 | $166,268-91.0% | $165,100-91.0% | $145,897-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.28% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,509 | $5,284-71.4% | $4,348-65.3% | $4,663-67.6% |
| Participant deferral / active EE | $4,643 | $6,964-33.3% | $6,035-23.1% | $6,689-30.6% |
| Admin fee / account holder | $272 | $16,659-98.4% | $12,696-97.9% | $13,390-98.0% |