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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 | $21,435 | $232,540-90.8% | $185,117-88.4% | $147,586-85.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.72% | 43.03%-27.3pp | 40.50%-24.8pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,809 | $5,195-65.2% | $4,182-56.7% | $4,876-62.9% |
| Participant deferral / active EE | $4,385 | $5,834-24.8% | $5,045-13.1% | $5,439-19.4% |
| Admin fee / account holder | $37 | $10,275-99.6% | $8,159-99.6% | $10,886-99.7% |