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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 | $24,574 | $176,786-86.1% | $146,643-83.2% | $167,536-85.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.70% | 24.04%-5.3pp | 22.75%-4.1pp | 478.82%-460.1pp |
| Employer contribution / active EE | $1,913 | $5,161-62.9% | $4,137-53.8% | $4,839-60.5% |
| Participant deferral / active EE | $9,022 | $6,440+40.1% | $5,506+63.9% | $6,342+42.3% |
| Admin fee / account holder | $17 | $13,262-99.9% | $10,280-99.8% | $12,315-99.9% |