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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 | $18,989 | $113,941-83.3% | $94,229-79.8% | $125,389-84.9% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | 101.11% | 5.29%+95.8pp | 10.68%+90.4pp | 282.24%-181.1pp |
| Employer contribution / active EE | $1,888 | $4,727-60.1% | $3,587-47.4% | $4,866-61.2% |
| Participant deferral / active EE | $1,926 | $5,179-62.8% | $4,320-55.4% | $5,352-64.0% |
| Admin fee / account holder | $60 | $8,392-99.3% | $6,269-99.0% | $9,541-99.4% |