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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 | $166,242-91.0% | $165,071-91.0% | $145,884-89.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.75% | 100.44%-77.7pp | 70.17%-47.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $2,418 | $5,283-54.2% | $4,347-44.4% | $4,662-48.1% |
| Participant deferral / active EE | $3,054 | $6,964-56.1% | $6,035-49.4% | $6,690-54.3% |
| Admin fee / account holder | $16 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |