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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 | $19,673 | $166,089-88.2% | $164,928-88.1% | $145,978-86.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 100.26%-80.7pp | 70.08%-50.6pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,246 | $5,276-38.5% | $4,343-25.3% | $4,662-30.4% |
| Participant deferral / active EE | $6,586 | $6,961-5.4% | $6,034+9.2% | $6,690-1.6% |
| Admin fee / account holder | $25 | $16,641-99.8% | $12,684-99.8% | $13,400-99.8% |