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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 | $16,167 | $115,810-86.0% | $101,271-84.0% | $158,966-89.8% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 26.07% | 56.15%-30.1pp | 46.48%-20.4pp | 302.95%-276.9pp |
| Employer contribution / active EE | $1,652 | $4,175-60.4% | $3,660-54.9% | $4,762-65.3% |
| Participant deferral / active EE | $3,584 | $4,958-27.7% | $4,371-18.0% | $5,983-40.1% |
| Admin fee / account holder | $99 | $7,248-98.6% | $5,948-98.3% | $11,250-99.1% |