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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 | $16,542 | $176,105-90.6% | $159,474-89.6% | $167,536-90.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.20% | 331.91%-314.7pp | 263.68%-246.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $2,813 | $5,299-46.9% | $4,831-41.8% | $4,839-41.9% |
| Participant deferral / active EE | $6,080 | $7,751-21.6% | $7,353-17.3% | $6,342-4.1% |
| Admin fee / account holder | $69 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |