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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 | $13,118 | $103,393-87.3% | $87,103-84.9% | $152,909-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.05% | 28.10%-5.0pp | 28.19%-5.1pp | 345.46%-322.4pp |
| Employer contribution / active EE | $764 | $3,221-76.3% | $2,521-69.7% | $4,764-84.0% |
| Participant deferral / active EE | $1,547 | $4,778-67.6% | $4,049-61.8% | $5,851-73.6% |
| Admin fee / account holder | $249 | $12,195-98.0% | $7,491-96.7% | $11,601-97.9% |