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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 | $14,327 | $142,430-89.9% | $115,170-87.6% | $152,897-90.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 22.97% | 41.48%-18.5pp | 35.60%-12.6pp | 345.43%-322.5pp |
| Employer contribution / active EE | $3,217 | $4,011-19.8% | $3,179+1.2% | $4,764-32.5% |
| Participant deferral / active EE | $2,356 | $5,165-54.4% | $4,169-43.5% | $5,851-59.7% |
| Admin fee / account holder | $10 | $8,464-99.9% | $7,089-99.9% | $11,599-99.9% |