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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 | $18,555 | $157,304-88.2% | $141,197-86.9% | $152,909-87.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 53.59% | 64.34%-10.8pp | 71.41%-17.8pp | 345.46%-291.9pp |
| Employer contribution / active EE | $3,105 | $5,263-41.0% | $4,736-34.4% | $4,764-34.8% |
| Participant deferral / active EE | $3,489 | $7,111-50.9% | $6,710-48.0% | $5,851-40.4% |
| Admin fee / account holder | $171 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |