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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 | $20,153 | $98,240-79.5% | $82,312-75.5% | $147,586-86.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.55% | 30.85%-15.3pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,513 | $3,192-52.6% | $2,428-37.7% | $4,876-69.0% |
| Participant deferral / active EE | $4,916 | $4,383+12.2% | $3,706+32.6% | $5,439-9.6% |
| Admin fee / account holder | $51 | $8,563-99.4% | $5,608-99.1% | $10,886-99.5% |