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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 | $19,522 | $56,197-65.3% | $67,652-71.1% | $59,633-67.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 5.51% | 18508.10%-18502.6pp | 6625.40%-6619.9pp | 2041.45%-2035.9pp |
| Employer contribution / active EE | $1,786 | $1,615+10.6% | $2,266-21.2% | $2,203-18.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $147 | $3,958-96.3% | $4,821-97.0% | $4,297-96.6% |