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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 | $17,919 | $98,240-81.8% | $82,312-78.2% | $147,586-87.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.28% | 30.85%-11.6pp | 25.88%-6.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $2,495 | $3,192-21.8% | $2,428+2.7% | $4,876-48.8% |
| Participant deferral / active EE | $5,811 | $4,383+32.6% | $3,706+56.8% | $5,439+6.8% |
| Admin fee / account holder | $260 | $8,563-97.0% | $5,608-95.4% | $10,886-97.6% |