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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 | $10,150 | $52,279-80.6% | $89,435-88.7% | $79,856-87.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 21.19% | 22.16%-1.0pp | 245.55%-224.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,000 | $1,572-36.3% | $2,587-61.3% | $2,471-59.5% |
| Participant deferral / active EE | $2,442 | $2,740-10.9% | $3,890-37.2% | $3,741-34.7% |
| Admin fee / account holder | $17 | $3,356-99.5% | $4,884-99.7% | $5,306-99.7% |