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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 | $26,999 | $152,592-82.3% | $125,180-78.4% | $152,885-82.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.86% | 54.84%-29.0pp | 43.79%-17.9pp | 345.39%-319.5pp |
| Employer contribution / active EE | $1,667 | $4,947-66.3% | $3,866-56.9% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $128 | $13,435-99.0% | $9,703-98.7% | $11,598-98.9% |