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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 | $19,717 | $154,209-87.2% | $130,062-84.8% | $139,487-85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 35.54% | 32.52%+3.0pp | -137.37%+172.9pp | 373.84%-338.3pp |
| Employer contribution / active EE | $1,997 | $5,292-62.3% | $4,322-53.8% | $4,755-58.0% |
| Participant deferral / active EE | $6,707 | $6,7090% | $5,821+15.2% | $6,713-0.1% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |