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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 | $15,424 | $124,330-87.6% | $109,173-85.9% | $167,536-90.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.89% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $4,675 | $4,209+11.1% | $3,723+25.6% | $4,839-3.4% |
| Participant deferral / active EE | $3,044 | $5,256-42.1% | $4,654-34.6% | $6,342-52.0% |
| Admin fee / account holder | -$336 | $7,974-104.2% | $6,755-105.0% | $12,315-102.7% |