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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 | $18,042 | $118,708-84.8% | $98,920-81.8% | $158,982-88.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.61% | 372.49%-361.9pp | 196.47%-185.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $2,761 | $3,334-17.2% | $2,689+2.7% | $4,763-42.0% |
| Participant deferral / active EE | $1,998 | $5,089-60.7% | $4,245-52.9% | $5,983-66.6% |
| Admin fee / account holder | $17 | $10,134-99.8% | $6,643-99.7% | $11,252-99.9% |