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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 | $20,363 | $124,346-83.6% | $111,308-81.7% | $167,536-87.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.74% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,791 | $3,437-47.9% | $2,732-34.4% | $4,839-63.0% |
| Participant deferral / active EE | $3,064 | $5,182-40.9% | $4,487-31.7% | $6,342-51.7% |
| Admin fee / account holder | $20 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |