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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 | $19,653 | $116,203-83.1% | $93,621-79.0% | $152,909-87.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.91% | 35.96%-16.1pp | 32.76%-12.9pp | 345.46%-325.6pp |
| Employer contribution / active EE | $855 | $3,219-73.4% | $2,719-68.5% | $4,764-82.0% |
| Participant deferral / active EE | $3,810 | $4,605-17.3% | $4,070-6.4% | $5,851-34.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |