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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 | $18,162 | $98,240-81.5% | $82,312-77.9% | $147,586-87.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.84% | 30.85%-7.0pp | 25.88%-2.0pp | 578.59%-554.8pp |
| Employer contribution / active EE | $3,214 | $3,192+0.7% | $2,428+32.4% | $4,876-34.1% |
| Participant deferral / active EE | $7,805 | $4,383+78.1% | $3,706+110.6% | $5,439+43.5% |
| Admin fee / account holder | $11 | $8,563-99.9% | $5,608-99.8% | $10,886-99.9% |