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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 | $14,559 | $157,829-90.8% | $136,867-89.4% | $198,609-92.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.40% | 51.25%-29.8pp | 42.97%-21.6pp | 202.70%-181.3pp |
| Employer contribution / active EE | $941 | $3,923-76.0% | $3,547-73.5% | $5,055-81.4% |
| Participant deferral / active EE | $2,552 | $5,463-53.3% | $4,924-48.2% | $6,977-63.4% |
| Admin fee / account holder | $31 | $11,107-99.7% | $10,340-99.7% | $19,030-99.8% |