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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 | $14,888 | $166,131-91.0% | $164,975-91.0% | $145,877-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.75% | 100.37%-77.6pp | 70.12%-47.4pp | 551.28%-528.5pp |
| Employer contribution / active EE | $2,418 | $5,276-54.2% | $4,343-44.3% | $4,663-48.1% |
| Participant deferral / active EE | $3,054 | $6,962-56.1% | $6,033-49.4% | $6,691-54.3% |
| Admin fee / account holder | $16 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |