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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 | $17,872 | $157,304-88.6% | $141,197-87.3% | $152,909-88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.60% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $994 | $5,263-81.1% | $4,736-79.0% | $4,764-79.1% |
| Participant deferral / active EE | $4,082 | $7,111-42.6% | $6,710-39.2% | $5,851-30.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |