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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 | $15,702 | $156,616-90.0% | $133,346-88.2% | $198,609-92.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 20.13% | 44.25%-24.1pp | 36.85%-16.7pp | 202.70%-182.6pp |
| Employer contribution / active EE | $1,136 | $3,368-66.3% | $2,853-60.2% | $5,055-77.5% |
| Participant deferral / active EE | $3,839 | $4,920-22.0% | $4,332-11.4% | $6,977-45.0% |
| Admin fee / account holder | $193 | $17,468-98.9% | $14,264-98.6% | $19,030-99.0% |