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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 | $10,454 | $110,240-90.5% | $96,544-89.2% | $139,487-92.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.34% | 26.41%-13.1pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $1,610 | $3,622-55.5% | $2,966-45.7% | $4,755-66.1% |
| Participant deferral / active EE | $4,167 | $5,549-24.9% | $4,851-14.1% | $6,713-37.9% |
| Admin fee / account holder | $12 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |