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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 | $16,204 | $157,276-89.7% | $141,177-88.5% | $152,885-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 71.90% | 64.33%+7.6pp | 71.40%+0.5pp | 345.39%-273.5pp |
| Employer contribution / active EE | $2,832 | $5,262-46.2% | $4,736-40.2% | $4,763-40.5% |
| Participant deferral / active EE | $6,951 | $7,110-2.2% | $6,710+3.6% | $5,851+18.8% |
| Admin fee / account holder | $100 | $12,123-99.2% | $10,263-99.0% | $11,598-99.1% |