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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 | $11,358 | $64,324-82.3% | $118,914-90.4% | $79,856-85.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 13.15% | 86.45%-73.3pp | 35.89%-22.7pp | 31.71%-18.6pp |
| Employer contribution / active EE | $3,773 | $1,836+105.5% | $3,264+15.6% | $2,471+52.7% |
| Participant deferral / active EE | $1,987 | $2,824-29.6% | $4,266-53.4% | $3,741-46.9% |
| Admin fee / account holder | $25 | $4,040-99.4% | $6,582-99.6% | $5,306-99.5% |