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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 | $15,003 | $157,829-90.5% | $136,867-89.0% | $198,609-92.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 14.47% | 51.25%-36.8pp | 42.97%-28.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,149 | $3,923-70.7% | $3,547-67.6% | $5,055-77.3% |
| Participant deferral / active EE | $2,650 | $5,463-51.5% | $4,924-46.2% | $6,977-62.0% |
| Admin fee / account holder | $158 | $11,107-98.6% | $10,340-98.5% | $19,030-99.2% |