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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 | $18,983 | $98,240-80.7% | $82,312-76.9% | $147,586-87.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.73% | 30.85%-21.1pp | 25.88%-16.1pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,059 | $3,192-66.8% | $2,428-56.4% | $4,876-78.3% |
| Participant deferral / active EE | $2,282 | $4,383-47.9% | $3,706-38.4% | $5,439-58.0% |
| Admin fee / account holder | $226 | $8,563-97.4% | $5,608-96.0% | $10,886-97.9% |