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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 | $15,668 | $124,330-87.4% | $109,173-85.6% | $167,536-90.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.75%-10.4pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,734 | $4,209-35.1% | $3,723-26.6% | $4,839-43.5% |
| Participant deferral / active EE | $8,921 | $5,256+69.7% | $4,654+91.7% | $6,342+40.7% |
| Admin fee / account holder | $167 | $7,974-97.9% | $6,755-97.5% | $12,315-98.6% |