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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 | $8,675 | $108,922-92.0% | $100,398-91.4% | $145,978-94.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.33% | 58.04%-41.7pp | 49.32%-33.0pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,923 | $4,426-56.6% | $3,946-51.3% | $4,662-58.8% |
| Participant deferral / active EE | $2,986 | $8,450-64.7% | $8,084-63.1% | $6,690-55.4% |
| Admin fee / account holder | $27 | $9,680-99.7% | $7,893-99.7% | $13,400-99.8% |