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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 | $19,228 | $103,392-81.4% | $87,104-77.9% | $152,897-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 27.74% | 28.10%-0.4pp | 28.19%-0.5pp | 345.43%-317.7pp |
| Employer contribution / active EE | $2,064 | $3,221-35.9% | $2,521-18.2% | $4,764-56.7% |
| Participant deferral / active EE | $6,502 | $4,778+36.1% | $4,048+60.6% | $5,851+11.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |