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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 | $12,563 | $96,524-87.0% | $75,900-83.4% | $152,909-91.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 21.80% | 33.93%-12.1pp | 30.73%-8.9pp | 345.46%-323.7pp |
| Employer contribution / active EE | $3,712 | $3,311+12.1% | $2,501+48.4% | $4,764-22.1% |
| Participant deferral / active EE | $4,550 | $4,554-0.1% | $3,604+26.3% | $5,851-22.2% |
| Admin fee / account holder | $147 | $8,082-98.2% | $5,421-97.3% | $11,601-98.7% |