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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 | $13,435 | $78,423-82.9% | $95,964-86.0% | $79,856-83.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 22.13% | 19.37%+2.8pp | 91.64%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,014 | $1,945-47.9% | $2,541-60.1% | $2,471-59.0% |
| Participant deferral / active EE | $1,686 | $3,440-51.0% | $4,167-59.5% | $3,741-54.9% |
| Admin fee / account holder | $157 | $5,622-97.2% | $6,797-97.7% | $5,306-97.0% |