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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 | $11,747 | $124,330-90.6% | $109,173-89.2% | $167,536-93.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.03% | 26.04%-4.0pp | 25.75%-3.7pp | 478.82%-456.8pp |
| Employer contribution / active EE | $2,143 | $4,209-49.1% | $3,723-42.4% | $4,839-55.7% |
| Participant deferral / active EE | $2,593 | $5,256-50.7% | $4,654-44.3% | $6,342-59.1% |
| Admin fee / account holder | $63 | $7,974-99.2% | $6,755-99.1% | $12,315-99.5% |