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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 | $15,639 | $156,616-90.0% | $133,346-88.3% | $198,609-92.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 22.08% | 44.25%-22.2pp | 36.85%-14.8pp | 202.70%-180.6pp |
| Employer contribution / active EE | $1,520 | $3,368-54.9% | $2,853-46.7% | $5,055-69.9% |
| Participant deferral / active EE | $2,296 | $4,920-53.3% | $4,332-47.0% | $6,977-67.1% |
| Admin fee / account holder | $37 | $17,468-99.8% | $14,264-99.7% | $19,030-99.8% |