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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 | $15,402 | $124,330-87.6% | $109,173-85.9% | $167,536-90.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.40% | 26.04%-12.6pp | 25.75%-12.4pp | 478.82%-465.4pp |
| Employer contribution / active EE | $4,461 | $4,209+6.0% | $3,723+19.8% | $4,839-7.8% |
| Participant deferral / active EE | $1,795 | $5,256-65.9% | $4,654-61.4% | $6,342-71.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |