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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 | $16,951 | $117,846-85.6% | $102,434-83.5% | $145,884-88.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.00% | 31.90%-18.9pp | 29.46%-16.5pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,663 | $3,615-54.0% | $3,023-45.0% | $4,662-64.3% |
| Participant deferral / active EE | $4,794 | $5,733-16.4% | $5,055-5.2% | $6,690-28.3% |
| Admin fee / account holder | $117 | $13,356-99.1% | $9,462-98.8% | $13,392-99.1% |