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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 | $17,356 | $103,387-83.2% | $87,102-80.1% | $152,885-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.36% | 28.10%-7.7pp | 28.19%-7.8pp | 345.39%-325.0pp |
| Employer contribution / active EE | $1,255 | $3,221-61.0% | $2,521-50.2% | $4,763-73.7% |
| Participant deferral / active EE | $4,012 | $4,778-16.0% | $4,048-0.9% | $5,851-31.4% |
| Admin fee / account holder | $138 | $12,193-98.9% | $7,491-98.2% | $11,598-98.8% |