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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 | $11,152 | $105,856-89.5% | $90,161-87.6% | $147,586-92.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.04% | 37.63%-16.6pp | 34.89%-13.8pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,886 | $4,126-54.3% | $3,318-43.1% | $4,876-61.3% |
| Participant deferral / active EE | $2,723 | $5,733-52.5% | $5,287-48.5% | $5,439-49.9% |
| Admin fee / account holder | $189 | $8,046-97.6% | $5,943-96.8% | $10,886-98.3% |