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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 | $16,293 | $208,088-92.2% | $186,193-91.2% | $154,746-89.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.46% | 89.97%-69.5pp | 78.03%-57.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,981 | $4,340-54.3% | $3,918-49.4% | $4,379-54.8% |
| Participant deferral / active EE | $2,232 | $7,078-68.5% | $6,513-65.7% | $6,730-66.8% |
| Admin fee / account holder | $151 | $11,698-98.7% | $11,058-98.6% | $14,365-98.9% |