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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 | $18,965 | $99,652-81.0% | $78,778-75.9% | $147,586-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.70% | 47.28%-28.6pp | 35.62%-16.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $1,489 | $2,796-46.7% | $1,986-25.0% | $4,876-69.5% |
| Participant deferral / active EE | $3,726 | $3,664+1.7% | $2,958+25.9% | $5,439-31.5% |
| Admin fee / account holder | $280 | $7,155-96.1% | $5,134-94.5% | $10,886-97.4% |