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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 | $20,592 | $162,785-87.4% | $133,959-84.6% | $158,950-87.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.43% | 41.94%-22.5pp | 45.09%-25.7pp | 302.91%-283.5pp |
| Employer contribution / active EE | $1,838 | $4,975-63.1% | $3,919-53.1% | $4,762-61.4% |
| Participant deferral / active EE | $3,797 | $5,910-35.8% | $5,047-24.8% | $5,983-36.5% |
| Admin fee / account holder | $188 | $11,738-98.4% | $8,928-97.9% | $11,248-98.3% |