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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 | $17,067 | $157,296-89.1% | $141,191-87.9% | $152,897-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.43% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,094 | $5,262-60.2% | $4,736-55.8% | $4,764-56.0% |
| Participant deferral / active EE | $3,504 | $7,111-50.7% | $6,710-47.8% | $5,851-40.1% |
| Admin fee / account holder | $94 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |