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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 | $16,045 | $114,237-86.0% | $119,258-86.5% | $167,518-90.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.02% | 29.87%-13.8pp | 30.69%-14.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $2,132 | $4,481-52.4% | $4,384-51.4% | $4,838-55.9% |
| Participant deferral / active EE | $2,477 | $6,084-59.3% | $6,111-59.5% | $6,342-60.9% |
| Admin fee / account holder | $8 | $8,932-99.9% | $7,226-99.9% | $12,312-99.9% |