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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 | $13,841 | $123,000-88.7% | $105,582-86.9% | $198,609-93.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 13.76% | 18.31%-4.5pp | 18.61%-4.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $3,839 | $3,582+7.2% | $2,984+28.6% | $5,055-24.1% |
| Participant deferral / active EE | $0 | $5,013-100.0% | $4,353-100.0% | $6,977-100.0% |
| Admin fee / account holder | $129 | $16,254-99.2% | $12,856-99.0% | $19,030-99.3% |