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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 | $17,616 | $157,304-88.8% | $141,197-87.5% | $152,909-88.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 19.10% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,074 | $5,263-60.6% | $4,736-56.2% | $4,764-56.5% |
| Participant deferral / active EE | $3,057 | $7,111-57.0% | $6,710-54.4% | $5,851-47.7% |
| Admin fee / account holder | $38 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |