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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 | $12,541 | $91,037-86.2% | $71,671-82.5% | $147,585-91.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 28.46% | 20.48%+8.0pp | 20.65%+7.8pp | 578.57%-550.1pp |
| Employer contribution / active EE | $2,184 | $3,327-34.4% | $2,460-11.2% | $4,876-55.2% |
| Participant deferral / active EE | $2,925 | $4,498-35.0% | $3,438-14.9% | $5,439-46.2% |
| Admin fee / account holder | $14 | $8,613-99.8% | $5,558-99.7% | $10,885-99.9% |