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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 | $14,685 | $208,088-92.9% | $186,193-92.1% | $154,746-90.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.14% | 89.97%-69.8pp | 78.03%-57.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,400 | $4,340-67.7% | $3,918-64.3% | $4,379-68.0% |
| Participant deferral / active EE | $1,390 | $7,078-80.4% | $6,513-78.7% | $6,730-79.3% |
| Admin fee / account holder | $26 | $11,698-99.8% | $11,058-99.8% | $14,365-99.8% |