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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 | $17,312 | $87,060-80.1% | $105,591-83.6% | $80,911-78.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.59% | 17.05%-1.5pp | 116.43%-100.8pp | 35.63%-20.0pp |
| Employer contribution / active EE | $1,994 | $2,396-16.8% | $3,166-37.0% | $2,756-27.6% |
| Participant deferral / active EE | $3,727 | $3,986-6.5% | $5,008-25.6% | $4,297-13.3% |
| Admin fee / account holder | $51 | $8,442-99.4% | $11,024-99.5% | $6,935-99.3% |