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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 | $16,163 | $177,353-90.9% | $158,226-89.8% | $198,609-91.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 20.00% | 599.50%-579.5pp | 501.41%-481.4pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,751 | $3,239-46.0% | $2,986-41.4% | $5,055-65.4% |
| Participant deferral / active EE | $2,299 | $4,615-50.2% | $4,317-46.7% | $6,977-67.0% |
| Admin fee / account holder | $238 | $10,960-97.8% | $10,217-97.7% | $19,030-98.8% |