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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 | $16,044 | $106,005-84.9% | $92,239-82.6% | $147,585-89.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 19.32% | 50.05%-30.7pp | 176.29%-157.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $1,845 | $4,333-57.4% | $3,680-49.8% | $4,876-62.2% |
| Participant deferral / active EE | $2,674 | $4,478-40.3% | $3,897-31.4% | $5,439-50.8% |
| Admin fee / account holder | $21 | $6,333-99.7% | $5,194-99.6% | $10,886-99.8% |