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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 | $13,851 | $103,387-86.6% | $87,102-84.1% | $152,885-90.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.26% | 28.10%-2.8pp | 28.19%-2.9pp | 345.39%-320.1pp |
| Employer contribution / active EE | $2,082 | $3,221-35.4% | $2,521-17.4% | $4,763-56.3% |
| Participant deferral / active EE | $4,750 | $4,778-0.6% | $4,048+17.3% | $5,851-18.8% |
| Admin fee / account holder | $97 | $12,193-99.2% | $7,491-98.7% | $11,598-99.2% |