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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 | $16,856 | $117,846-85.7% | $102,434-83.5% | $145,884-88.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 31.90%-17.8pp | 29.46%-15.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,876 | $3,615-48.1% | $3,023-38.0% | $4,662-59.8% |
| Participant deferral / active EE | $3,012 | $5,733-47.5% | $5,055-40.4% | $6,690-55.0% |
| Admin fee / account holder | $266 | $13,356-98.0% | $9,462-97.2% | $13,392-98.0% |