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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 | $24,281 | $176,786-86.3% | $146,643-83.4% | $167,536-85.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.93% | 24.04%-8.1pp | 22.75%-6.8pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,570 | $5,161-69.6% | $4,137-62.0% | $4,839-67.5% |
| Participant deferral / active EE | $4,533 | $6,440-29.6% | $5,506-17.7% | $6,342-28.5% |
| Admin fee / account holder | $77 | $13,262-99.4% | $10,280-99.2% | $12,315-99.4% |