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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 | $13,327 | $91,179-85.4% | $178,499-92.5% | $79,852-83.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.09% | 24.19%-9.1pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,556 | $3,256-21.5% | $5,011-49.0% | $2,471+3.4% |
| Participant deferral / active EE | $1,251 | $3,236-61.3% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $28 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |