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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 | $24,231 | $149,778-83.8% | $118,946-79.6% | $158,966-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.47% | 19.95%-5.5pp | 35.89%-21.4pp | 302.95%-288.5pp |
| Employer contribution / active EE | $1,975 | $4,117-52.0% | $3,263-39.5% | $4,762-58.5% |
| Participant deferral / active EE | $1,975 | $5,225-62.2% | $4,266-53.7% | $5,983-67.0% |
| Admin fee / account holder | $81 | $8,604-99.1% | $6,581-98.8% | $11,250-99.3% |