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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 | $12,863 | $124,330-89.7% | $109,173-88.2% | $167,536-92.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.21% | 26.04%-3.8pp | 25.75%-3.5pp | 478.82%-456.6pp |
| Employer contribution / active EE | $2,603 | $4,209-38.1% | $3,723-30.1% | $4,839-46.2% |
| Participant deferral / active EE | $3,520 | $5,256-33.0% | $4,654-24.4% | $6,342-44.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |