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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 | $13,684 | $106,923-87.2% | $84,023-83.7% | $152,909-91.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.26% | 105.02%-82.8pp | 71.32%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,781 | $2,735-34.9% | $1,984-10.2% | $4,764-62.6% |
| Participant deferral / active EE | $2,240 | $4,013-44.2% | $3,239-30.8% | $5,851-61.7% |
| Admin fee / account holder | $208 | $8,289-97.5% | $6,102-96.6% | $11,601-98.2% |