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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 | $17,806 | $116,203-84.7% | $93,621-81.0% | $152,897-88.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.48% | 35.96%-9.5pp | 32.76%-6.3pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,570 | $3,219-51.2% | $2,719-42.2% | $4,764-67.0% |
| Participant deferral / active EE | $6,437 | $4,605+39.8% | $4,070+58.2% | $5,851+10.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |