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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 | $18,250 | $117,829-84.5% | $102,423-82.2% | $145,877-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.38% | 31.83%-21.5pp | 29.42%-19.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,141 | $3,615-13.1% | $3,023+3.9% | $4,663-32.6% |
| Participant deferral / active EE | $3,245 | $5,732-43.4% | $5,054-35.8% | $6,691-51.5% |
| Admin fee / account holder | $191 | $13,335-98.6% | $9,455-98.0% | $13,402-98.6% |