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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 | $22,153 | $127,790-82.7% | $106,555-79.2% | $167,536-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.52% | 33.88%-21.4pp | 26.80%-14.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $869 | $3,428-74.6% | $2,819-69.2% | $4,839-82.0% |
| Participant deferral / active EE | $2,286 | $5,088-55.1% | $4,399-48.0% | $6,342-64.0% |
| Admin fee / account holder | $74 | $11,229-99.3% | $7,408-99.0% | $12,315-99.4% |