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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 | $16,749 | $98,766-83.0% | $149,730-88.8% | $79,852-79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.98% | 27.43%+5.5pp | 276.70%-243.7pp | 31.72%+1.3pp |
| Employer contribution / active EE | $2,514 | $3,217-21.9% | $4,645-45.9% | $2,471+1.7% |
| Participant deferral / active EE | $4,298 | $5,681-24.3% | $6,843-37.2% | $3,740+14.9% |
| Admin fee / account holder | $51 | $6,052-99.2% | $9,310-99.5% | $5,306-99.0% |