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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 | $12,824 | $99,652-87.1% | $78,778-83.7% | $147,586-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.79% | 47.28%-30.5pp | 35.62%-18.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,043 | $2,796-26.9% | $1,986+2.9% | $4,876-58.1% |
| Participant deferral / active EE | $2,397 | $3,664-34.6% | $2,958-19.0% | $5,439-55.9% |
| Admin fee / account holder | $171 | $7,155-97.6% | $5,134-96.7% | $10,886-98.4% |