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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 | $16,949 | $113,338-85.0% | $94,993-82.2% | $147,586-88.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.00% | 20.80%-1.8pp | 27.14%-8.1pp | 578.59%-559.6pp |
| Employer contribution / active EE | $1,631 | $3,160-48.4% | $2,603-37.4% | $4,876-66.6% |
| Participant deferral / active EE | $6,169 | $3,777+63.3% | $3,317+86.0% | $5,439+13.4% |
| Admin fee / account holder | $195 | $6,063-96.8% | $4,960-96.1% | $10,886-98.2% |