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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 | $11,679 | $48,364-75.9% | $71,796-83.7% | $62,881-81.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.47% | 13.16%-5.7pp | 78.04%-70.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,064 | $1,042+2.1% | $1,924-44.7% | $2,281-53.4% |
| Participant deferral / active EE | $2,910 | $2,091+39.2% | $2,794+4.1% | $3,203-9.1% |
| Admin fee / account holder | $229 | $3,771-93.9% | $4,815-95.2% | $4,296-94.7% |