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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 | $19,224 | $99,875-80.8% | $146,866-86.9% | $86,983-77.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.79% | 28.10%-13.3pp | 102.85%-88.1pp | 25.83%-11.0pp |
| Employer contribution / active EE | $9,298 | $3,224+188.4% | $4,425+110.1% | $2,584+259.7% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $235 | $7,838-97.0% | $13,620-98.3% | $7,856-97.0% |