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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 | $15,006 | $152,619-90.2% | $125,195-88.0% | $152,909-90.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 37.44% | 54.85%-17.4pp | 43.79%-6.4pp | 345.46%-308.0pp |
| Employer contribution / active EE | $2,117 | $4,947-57.2% | $3,866-45.2% | $4,764-55.6% |
| Participant deferral / active EE | $4,673 | $5,869-20.4% | $4,937-5.3% | $5,851-20.1% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |