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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 | $14,777 | $117,904-87.5% | $102,457-85.6% | $145,978-89.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.92% | 31.80%-14.9pp | 29.41%-12.5pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,361 | $3,613-34.7% | $3,022-21.9% | $4,662-49.4% |
| Participant deferral / active EE | $2,361 | $5,733-58.8% | $5,054-53.3% | $6,690-64.7% |
| Admin fee / account holder | $71 | $13,329-99.5% | $9,451-99.2% | $13,400-99.5% |