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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 | $23,610 | $149,741-84.2% | $118,914-80.1% | $158,982-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.69% | 19.94%-3.3pp | 35.89%-19.2pp | 302.99%-286.3pp |
| Employer contribution / active EE | $11,190 | $4,119+171.7% | $3,264+242.8% | $4,763+135.0% |
| Participant deferral / active EE | $3,387 | $5,226-35.2% | $4,266-20.6% | $5,983-43.4% |
| Admin fee / account holder | $63 | $8,607-99.3% | $6,582-99.0% | $11,252-99.4% |