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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 | $17,345 | $167,353-89.6% | $143,797-87.9% | $134,545-87.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | 87.93% | 0.48%+87.5pp | -0.04%+88.0pp | 418.37%-330.4pp |
| Employer contribution / active EE | $1,606 | $5,620-71.4% | $4,952-67.6% | $4,742-66.1% |
| Participant deferral / active EE | $4,740 | $6,447-26.5% | $5,638-15.9% | $6,401-26.0% |
| Admin fee / account holder | $19 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |