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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 | $16,842 | $166,131-89.9% | $164,975-89.8% | $145,877-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.92% | 100.37%-87.4pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,920 | $5,276-63.6% | $4,343-55.8% | $4,663-58.8% |
| Participant deferral / active EE | $2,880 | $6,962-58.6% | $6,033-52.3% | $6,691-57.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |