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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 | $13,620 | $85,171-84.0% | $172,752-92.1% | $72,975-81.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.19% | 27.32%-10.1pp | 802.97%-785.8pp | 81.01%-63.8pp |
| Employer contribution / active EE | $3,201 | $3,324-3.7% | $5,144-37.8% | $2,440+31.2% |
| Participant deferral / active EE | $2,726 | $3,260-16.4% | $5,198-47.6% | $3,608-24.5% |
| Admin fee / account holder | $201 | $5,880-96.6% | $13,955-98.6% | $5,124-96.1% |