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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 | $28,487 | $156,616-81.8% | $133,346-78.6% | $198,609-85.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 12.44% | 44.25%-31.8pp | 36.85%-24.4pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,953 | $3,368-42.0% | $2,853-31.6% | $5,055-61.4% |
| Participant deferral / active EE | $2,055 | $4,920-58.2% | $4,332-52.6% | $6,977-70.5% |
| Admin fee / account holder | $163 | $17,468-99.1% | $14,264-98.9% | $19,030-99.1% |