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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 | $19,329 | $87,733-78.0% | $106,551-81.9% | $85,856-77.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 12.72% | 21.86%-9.1pp | 26.80%-14.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $830 | $2,073-59.9% | $2,819-70.5% | $2,565-67.6% |
| Participant deferral / active EE | $3,406 | $3,469-1.8% | $4,398-22.6% | $3,952-13.8% |
| Admin fee / account holder | $198 | $6,767-97.1% | $7,408-97.3% | $6,261-96.8% |