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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 | $17,895 | $142,405-87.4% | $115,157-84.5% | $152,870-88.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.49% | 41.48%-20.0pp | 35.60%-14.1pp | 345.34%-323.9pp |
| Employer contribution / active EE | $1,251 | $4,010-68.8% | $3,179-60.7% | $4,763-73.7% |
| Participant deferral / active EE | $3,098 | $5,164-40.0% | $4,168-25.7% | $5,850-47.1% |
| Admin fee / account holder | $15 | $8,462-99.8% | $7,088-99.8% | $11,597-99.9% |