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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 | $10,121 | $117,904-91.4% | $102,457-90.1% | $145,978-93.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.20% | 31.80%-10.6pp | 29.41%-8.2pp | 550.52%-529.3pp |
| Employer contribution / active EE | $1,330 | $3,613-63.2% | $3,022-56.0% | $4,662-71.5% |
| Participant deferral / active EE | $5,470 | $5,733-4.6% | $5,054+8.2% | $6,690-18.2% |
| Admin fee / account holder | $37 | $13,329-99.7% | $9,451-99.6% | $13,400-99.7% |