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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 | $17,259 | $157,304-89.0% | $141,197-87.8% | $152,909-88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.02% | 64.34%-37.3pp | 71.41%-44.4pp | 345.46%-318.4pp |
| Employer contribution / active EE | $2,186 | $5,263-58.5% | $4,736-53.9% | $4,764-54.1% |
| Participant deferral / active EE | $5,731 | $7,111-19.4% | $6,710-14.6% | $5,851-2.1% |
| Admin fee / account holder | $110 | $12,126-99.1% | $10,265-98.9% | $11,601-99.1% |