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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 | $18,725 | $166,242-88.7% | $165,071-88.7% | $145,884-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.12% | 100.44%-83.3pp | 70.17%-53.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,758 | $5,283-66.7% | $4,347-59.6% | $4,662-62.3% |
| Participant deferral / active EE | $5,482 | $6,964-21.3% | $6,035-9.2% | $6,690-18.1% |
| Admin fee / account holder | $218 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |