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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 | $15,776 | $103,392-84.7% | $87,104-81.9% | $152,897-89.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 28.14% | 28.10%0pp | 28.19%-0.1pp | 345.43%-317.3pp |
| Employer contribution / active EE | $1,041 | $3,221-67.7% | $2,521-58.7% | $4,764-78.2% |
| Participant deferral / active EE | $10,205 | $4,778+113.6% | $4,048+152.1% | $5,851+74.4% |
| Admin fee / account holder | $192 | $12,194-98.4% | $7,491-97.4% | $11,599-98.3% |