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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 | $12,222 | $48,078-74.6% | $78,676-84.5% | $62,881-80.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.15% | 31.36%-21.2pp | 62.19%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,959 | $2,015+195.8% | $2,850+109.1% | $2,281+161.3% |
| Participant deferral / active EE | $2,942 | $2,587+13.7% | $3,517-16.3% | $3,203-8.1% |
| Admin fee / account holder | $50 | $3,206-98.4% | $4,510-98.9% | $4,296-98.8% |