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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 | $17,499 | $176,105-90.1% | $159,474-89.0% | $167,536-89.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.55% | 331.91%-314.4pp | 263.68%-246.1pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,087 | $5,299-60.6% | $4,831-56.8% | $4,839-56.9% |
| Participant deferral / active EE | $5,275 | $7,751-32.0% | $7,353-28.3% | $6,342-16.8% |
| Admin fee / account holder | $17 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |