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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 | $17,802 | $152,612-88.3% | $125,192-85.8% | $152,897-88.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 27.89% | 54.85%-27.0pp | 43.79%-15.9pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,671 | $4,947-66.2% | $3,866-56.8% | $4,764-64.9% |
| Participant deferral / active EE | $3,224 | $5,868-45.1% | $4,937-34.7% | $5,851-44.9% |
| Admin fee / account holder | $16 | $13,437-99.9% | $9,704-99.8% | $11,599-99.9% |