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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 | $14,671 | $116,203-87.4% | $93,621-84.3% | $152,909-90.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.17% | 35.96%-17.8pp | 32.76%-14.6pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,146 | $3,219-33.3% | $2,719-21.1% | $4,764-55.0% |
| Participant deferral / active EE | $3,896 | $4,605-15.4% | $4,070-4.3% | $5,851-33.4% |
| Admin fee / account holder | $4 | $10,751-100.0% | $7,890-99.9% | $11,601-100.0% |