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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 | $16,723 | $166,131-89.9% | $164,975-89.9% | $145,877-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.81% | 100.37%-89.6pp | 70.12%-59.3pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,905 | $5,276-63.9% | $4,343-56.1% | $4,663-59.2% |
| Participant deferral / active EE | $5,067 | $6,962-27.2% | $6,033-16.0% | $6,691-24.3% |
| Admin fee / account holder | $117 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |