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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 | $14,563 | $156,616-90.7% | $133,346-89.1% | $198,609-92.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 20.86% | 44.25%-23.4pp | 36.85%-16.0pp | 202.70%-181.8pp |
| Employer contribution / active EE | $1,026 | $3,368-69.5% | $2,853-64.0% | $5,055-79.7% |
| Participant deferral / active EE | $1,889 | $4,920-61.6% | $4,332-56.4% | $6,977-72.9% |
| Admin fee / account holder | $34 | $17,468-99.8% | $14,264-99.8% | $19,030-99.8% |