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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 | $18,070 | $176,402-89.8% | $134,162-86.5% | $158,982-88.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 34.81% | 63.66%-28.8pp | 36.35%-1.5pp | 302.99%-268.2pp |
| Employer contribution / active EE | $1,590 | $5,042-68.5% | $3,705-57.1% | $4,763-66.6% |
| Participant deferral / active EE | $1,590 | $4,093-61.1% | $3,500-54.6% | $5,983-73.4% |
| Admin fee / account holder | $99 | $8,719-98.9% | $6,685-98.5% | $11,252-99.1% |