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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 | $23,444 | $176,786-86.7% | $146,643-84.0% | $167,536-86.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.69% | 24.04%-9.4pp | 22.75%-8.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $1,840 | $5,161-64.3% | $4,137-55.5% | $4,839-62.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,280-99.8% | $12,315-99.8% |