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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 | $12,551 | $70,418-82.2% | $96,570-87.0% | $85,847-85.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.86% | 18.59%-6.7pp | 37.79%-25.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $1,562 | $1,413+10.5% | $2,357-33.7% | $2,565-39.1% |
| Participant deferral / active EE | $2,353 | $2,894-18.7% | $3,849-38.9% | $3,952-40.5% |
| Admin fee / account holder | $130 | $4,995-97.4% | $6,182-97.9% | $6,261-97.9% |