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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 | $17,652 | $106,923-83.5% | $84,023-79.0% | $152,909-88.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.67% | 105.02%-86.3pp | 71.32%-52.6pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,727 | $2,735-0.3% | $1,984+37.5% | $4,764-42.8% |
| Participant deferral / active EE | $1,843 | $4,013-54.1% | $3,239-43.1% | $5,851-68.5% |
| Admin fee / account holder | $33 | $8,289-99.6% | $6,102-99.5% | $11,601-99.7% |