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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 | $15,927 | $103,392-84.6% | $87,104-81.7% | $152,897-89.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.38% | 28.10%-8.7pp | 28.19%-8.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $1,737 | $3,221-46.1% | $2,521-31.1% | $4,764-63.5% |
| Participant deferral / active EE | $4,459 | $4,778-6.7% | $4,048+10.1% | $5,851-23.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |