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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 | $19,089 | $112,112-83.0% | $95,956-80.1% | $158,950-88.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.96% | 171.15%-152.2pp | 91.63%-72.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $1,416 | $3,199-55.7% | $2,541-44.3% | $4,762-70.3% |
| Participant deferral / active EE | $3,107 | $4,784-35.0% | $4,167-25.4% | $5,983-48.1% |
| Admin fee / account holder | $11 | $10,134-99.9% | $6,797-99.8% | $11,248-99.9% |