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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 | $19,391 | $166,131-88.3% | $164,975-88.2% | $145,877-86.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.24% | 100.37%-84.1pp | 70.12%-53.9pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,582 | $5,276-70.0% | $4,343-63.6% | $4,663-66.1% |
| Participant deferral / active EE | $2,587 | $6,962-62.8% | $6,033-57.1% | $6,691-61.3% |
| Admin fee / account holder | $103 | $16,648-99.4% | $12,688-99.2% | $13,402-99.2% |