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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 | $13,928 | $176,402-92.1% | $134,162-89.6% | $158,982-91.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 18.28% | 63.66%-45.4pp | 36.35%-18.1pp | 302.99%-284.7pp |
| Employer contribution / active EE | $715 | $5,042-85.8% | $3,705-80.7% | $4,763-85.0% |
| Participant deferral / active EE | $2,433 | $4,093-40.5% | $3,500-30.5% | $5,983-59.3% |
| Admin fee / account holder | $145 | $8,719-98.3% | $6,685-97.8% | $11,252-98.7% |