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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 | $20,278 | $149,679-86.5% | $117,039-82.7% | $147,586-86.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.09% | 19.31%-2.2pp | 18.95%-1.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,379 | $4,937-72.1% | $3,785-63.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,430 | $4,912-50.5% | $3,929-38.2% | $5,439-55.3% |
| Admin fee / account holder | $21 | $7,856-99.7% | $5,974-99.7% | $10,886-99.8% |