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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 | $15,296 | $136,860-88.8% | $120,344-87.3% | $154,746-90.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 11.00% | 21.38%-10.4pp | 20.30%-9.3pp | 172.34%-161.3pp |
| Employer contribution / active EE | $7,333 | $3,533+107.5% | $3,020+142.8% | $4,379+67.4% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $55 | $15,393-99.6% | $12,742-99.6% | $14,365-99.6% |