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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 | $22,803 | $149,741-84.8% | $118,914-80.8% | $158,982-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.29% | 19.94%-2.7pp | 35.89%-18.6pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,465 | $4,119-64.4% | $3,264-55.1% | $4,763-69.2% |
| Participant deferral / active EE | $2,883 | $5,226-44.8% | $4,266-32.4% | $5,983-51.8% |
| Admin fee / account holder | $18 | $8,607-99.8% | $6,582-99.7% | $11,252-99.8% |