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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 | $14,221 | $105,856-86.6% | $90,161-84.2% | $147,586-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 25.24% | 37.63%-12.4pp | 34.89%-9.6pp | 578.59%-553.4pp |
| Employer contribution / active EE | $2,845 | $4,126-31.1% | $3,318-14.3% | $4,876-41.7% |
| Participant deferral / active EE | $10,937 | $5,733+90.8% | $5,287+106.8% | $5,439+101.1% |
| Admin fee / account holder | $47 | $8,046-99.4% | $5,943-99.2% | $10,886-99.6% |