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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 | $11,134 | $81,208-86.3% | $98,920-88.7% | $79,852-86.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 21.15% | 60.99%-39.8pp | 196.47%-175.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $2,191 | $1,960+11.8% | $2,689-18.5% | $2,471-11.3% |
| Participant deferral / active EE | $3,091 | $3,265-5.3% | $4,245-27.2% | $3,740-17.4% |
| Admin fee / account holder | $206 | $6,013-96.6% | $6,643-96.9% | $5,306-96.1% |