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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 | $18,971 | $157,296-87.9% | $141,191-86.6% | $152,897-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.18% | 64.34%-47.2pp | 71.41%-54.2pp | 345.43%-328.3pp |
| Employer contribution / active EE | $1,623 | $5,262-69.2% | $4,736-65.7% | $4,764-65.9% |
| Participant deferral / active EE | $2,804 | $7,111-60.6% | $6,710-58.2% | $5,851-52.1% |
| Admin fee / account holder | $161 | $12,125-98.7% | $10,264-98.4% | $11,599-98.6% |