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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 | $15,239 | $124,425-87.8% | $112,040-86.4% | $137,256-88.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.69% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,957 | $3,411-42.6% | $2,954-33.8% | $4,156-52.9% |
| Participant deferral / active EE | $3,687 | $5,718-35.5% | $5,098-27.7% | $6,407-42.4% |
| Admin fee / account holder | $83 | $15,207-99.5% | $12,098-99.3% | $12,270-99.3% |