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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 | $13,290 | $147,556-91.0% | $129,031-89.7% | $198,609-93.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 17.30% | 37.41%-20.1pp | 34.67%-17.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,457 | $3,645-60.0% | $3,226-54.8% | $5,055-71.2% |
| Participant deferral / active EE | $1,695 | $5,760-70.6% | $5,217-67.5% | $6,977-75.7% |
| Admin fee / account holder | $29 | $15,467-99.8% | $13,208-99.8% | $19,030-99.8% |