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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 | $14,827 | $124,330-88.1% | $109,173-86.4% | $167,536-91.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 53.02% | 26.04%+27.0pp | 25.75%+27.3pp | 478.82%-425.8pp |
| Employer contribution / active EE | $1,601 | $4,209-62.0% | $3,723-57.0% | $4,839-66.9% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $137 | $7,974-98.3% | $6,755-98.0% | $12,315-98.9% |