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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 | $16,348 | $183,592-91.1% | $155,574-89.5% | $145,877-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 61.37%-44.8pp | 64.87%-48.3pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,433 | $5,317-73.1% | $4,676-69.4% | $4,663-69.3% |
| Participant deferral / active EE | $3,835 | $6,466-40.7% | $5,629-31.9% | $6,691-42.7% |
| Admin fee / account holder | $139 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |