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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 | $16,940 | $147,556-88.5% | $129,031-86.9% | $198,609-91.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.15% | 37.41%-17.3pp | 34.67%-14.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $1,887 | $3,645-48.2% | $3,226-41.5% | $5,055-62.7% |
| Participant deferral / active EE | $5,495 | $5,760-4.6% | $5,217+5.3% | $6,977-21.2% |
| Admin fee / account holder | $46 | $15,467-99.7% | $13,208-99.7% | $19,030-99.8% |