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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 | $17,684 | $118,708-85.1% | $98,920-82.1% | $158,966-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.15% | 372.49%-358.3pp | 196.47%-182.3pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,878 | $3,334-13.7% | $2,689+7.0% | $4,762-39.6% |
| Participant deferral / active EE | $7,062 | $5,089+38.8% | $4,245+66.4% | $5,983+18.0% |
| Admin fee / account holder | $229 | $10,134-97.7% | $6,643-96.5% | $11,250-98.0% |