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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 | $15,017 | $124,330-87.9% | $109,173-86.2% | $167,536-91.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.08% | 26.04%-9.0pp | 25.75%-8.7pp | 478.82%-461.7pp |
| Employer contribution / active EE | $1,156 | $4,209-72.5% | $3,723-68.9% | $4,839-76.1% |
| Participant deferral / active EE | $2,116 | $5,256-59.7% | $4,654-54.5% | $6,342-66.6% |
| Admin fee / account holder | $108 | $7,974-98.6% | $6,755-98.4% | $12,315-99.1% |