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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 | $12,718 | $54,541-76.7% | $78,778-83.9% | $70,126-81.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.22% | 21.07%-3.8pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,133 | $1,089+96.0% | $1,986+7.4% | $2,343-8.9% |
| Participant deferral / active EE | $4,205 | $2,210+90.3% | $2,958+42.2% | $3,332+26.2% |
| Admin fee / account holder | $21 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |