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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 | $14,020 | $211,224-93.4% | $178,505-92.1% | $145,897-90.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.06% | 30.28%-7.2pp | 27.16%-4.1pp | 552.29%-529.2pp |
| Employer contribution / active EE | $1,817 | $4,577-60.3% | $3,955-54.1% | $4,663-61.0% |
| Participant deferral / active EE | $2,324 | $6,966-66.6% | $6,280-63.0% | $6,689-65.3% |
| Admin fee / account holder | $187 | $12,109-98.5% | $10,428-98.2% | $13,390-98.6% |