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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 | $19,845 | $212,777-90.7% | $173,703-88.6% | $198,609-90.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 3.45% | 18.82%-15.4pp | 17.46%-14.0pp | 202.70%-199.2pp |
| Employer contribution / active EE | $1,886 | $5,214-63.8% | $4,288-56.0% | $5,055-62.7% |
| Participant deferral / active EE | $5,055 | $5,697-11.3% | $4,854+4.1% | $6,977-27.6% |
| Admin fee / account holder | $140 | $19,536-99.3% | $15,562-99.1% | $19,030-99.3% |