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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 | $166,020-91.0% | $164,866-90.9% | $145,959-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.28% | 100.08%-86.8pp | 69.97%-56.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,509 | $5,275-71.4% | $4,343-65.3% | $4,661-67.6% |
| Participant deferral / active EE | $4,643 | $6,961-33.3% | $6,033-23.0% | $6,689-30.6% |
| Admin fee / account holder | $272 | $16,644-98.4% | $12,689-97.9% | $13,398-98.0% |