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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 | $14,386 | $165,399-91.3% | $149,745-90.4% | $158,982-91.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,073 | $5,105-59.4% | $4,646-55.4% | $4,763-56.5% |
| Participant deferral / active EE | $2,920 | $7,183-59.3% | $6,843-57.3% | $5,983-51.2% |
| Admin fee / account holder | $110 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |