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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 | $14,283 | $147,556-90.3% | $129,031-88.9% | $198,609-92.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 83.38% | 37.41%+46.0pp | 34.67%+48.7pp | 202.70%-119.3pp |
| Employer contribution / active EE | $1,359 | $3,645-62.7% | $3,226-57.9% | $5,055-73.1% |
| Participant deferral / active EE | $1,762 | $5,760-69.4% | $5,217-66.2% | $6,977-74.7% |
| Admin fee / account holder | $15 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |