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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 | $15,989 | $156,616-89.8% | $133,346-88.0% | $198,609-91.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.93% | 44.25%-24.3pp | 36.85%-16.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $2,133 | $3,368-36.7% | $2,853-25.2% | $5,055-57.8% |
| Participant deferral / active EE | $2,634 | $4,920-46.5% | $4,332-39.2% | $6,977-62.2% |
| Admin fee / account holder | $37 | $17,468-99.8% | $14,264-99.7% | $19,030-99.8% |