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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 | $10,570 | $77,816-86.4% | $123,552-91.4% | $64,173-83.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 14.49% | 12.49%+2.0pp | 119.20%-104.7pp | 7.63%+6.9pp |
| Employer contribution / active EE | $2,769 | $3,014-8.1% | $4,628-40.2% | $2,381+16.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,285-99.9% | $4,887-99.7% |