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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 | $17,296 | $103,393-83.3% | $87,103-80.1% | $152,909-88.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.31% | 28.10%-13.8pp | 28.19%-13.9pp | 345.46%-331.2pp |
| Employer contribution / active EE | $5,859 | $3,221+81.9% | $2,521+132.4% | $4,764+23.0% |
| Participant deferral / active EE | $4,377 | $4,778-8.4% | $4,049+8.1% | $5,851-25.2% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |