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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 | $20,484 | $103,392-80.2% | $87,104-76.5% | $152,897-86.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.65% | 28.10%-13.5pp | 28.19%-13.5pp | 345.43%-330.8pp |
| Employer contribution / active EE | $5,592 | $3,221+73.6% | $2,521+121.8% | $4,764+17.4% |
| Participant deferral / active EE | $3,541 | $4,778-25.9% | $4,048-12.5% | $5,851-39.5% |
| Admin fee / account holder | $34 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |