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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 | $14,783 | $162,812-90.9% | $133,971-89.0% | $158,966-90.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.65% | 41.94%-22.3pp | 45.09%-25.4pp | 302.95%-283.3pp |
| Employer contribution / active EE | $3,351 | $4,976-32.7% | $3,919-14.5% | $4,762-29.6% |
| Participant deferral / active EE | $3,351 | $5,910-43.3% | $5,047-33.6% | $5,983-44.0% |
| Admin fee / account holder | $70 | $11,741-99.4% | $8,929-99.2% | $11,250-99.4% |