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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 | $9,574 | $104,251-90.8% | $91,004-89.5% | $147,585-93.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 13.62% | 27.06%-13.4pp | 4.60%+9.0pp | 578.58%-565.0pp |
| Employer contribution / active EE | $5,129 | $3,116+64.6% | $2,456+108.9% | $4,876+5.2% |
| Participant deferral / active EE | $4,031 | $4,195-3.9% | $3,548+13.6% | $5,439-25.9% |
| Admin fee / account holder | $18 | $8,948-99.8% | $5,417-99.7% | $10,886-99.8% |