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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 | $9,474 | $73,978-87.2% | $96,515-90.2% | $75,173-87.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 51.04% | 26.72%+24.3pp | 35.73%+15.3pp | 160.72%-109.7pp |
| Employer contribution / active EE | $2,341 | $2,931-20.1% | $3,740-37.4% | $2,671-12.4% |
| Participant deferral / active EE | $3,084 | $3,660-15.8% | $4,880-36.8% | $4,126-25.3% |
| Admin fee / account holder | $18 | $5,219-99.7% | $6,735-99.7% | $5,651-99.7% |