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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 | $20,338 | $65,027-68.7% | $90,970-77.6% | $79,852-74.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.32% | 30.45%-19.1pp | 134.58%-123.3pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,848 | $1,247+48.2% | $2,122-12.9% | $2,471-25.2% |
| Participant deferral / active EE | $2,147 | $2,512-14.5% | $3,373-36.3% | $3,740-42.6% |
| Admin fee / account holder | $89 | $4,535-98.0% | $5,960-98.5% | $5,306-98.3% |