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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 | $15,870 | $105,856-85.0% | $90,161-82.4% | $147,586-89.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.00% | 37.63%-16.6pp | 34.89%-13.9pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,482 | $4,126-15.6% | $3,318+4.9% | $4,876-28.6% |
| Participant deferral / active EE | $4,441 | $5,733-22.5% | $5,287-16.0% | $5,439-18.3% |
| Admin fee / account holder | $52 | $8,046-99.4% | $5,943-99.1% | $10,886-99.5% |