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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 | $10,932 | $58,828-81.4% | $78,002-86.0% | $62,881-82.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 12.04% | 17.16%-5.1pp | 425.99%-413.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $3,680 | $1,672+120.2% | $2,470+49.0% | $2,281+61.4% |
| Participant deferral / active EE | $4,416 | $2,686+64.4% | $3,497+26.3% | $3,203+37.9% |
| Admin fee / account holder | $132 | $4,393-97.0% | $5,481-97.6% | $4,296-96.9% |