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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 | $18,774 | $113,338-83.4% | $94,993-80.2% | $147,586-87.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.47% | 20.80%-3.3pp | 27.14%-9.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $2,447 | $3,160-22.6% | $2,603-6.0% | $4,876-49.8% |
| Participant deferral / active EE | $4,250 | $3,777+12.5% | $3,317+28.1% | $5,439-21.9% |
| Admin fee / account holder | $203 | $6,063-96.6% | $4,960-95.9% | $10,886-98.1% |