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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 | $15,399 | $58,828-73.8% | $78,002-80.3% | $62,881-75.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 13.98% | 17.16%-3.2pp | 425.99%-412.0pp | 20.14%-6.2pp |
| Employer contribution / active EE | $1,740 | $1,672+4.1% | $2,470-29.6% | $2,281-23.7% |
| Participant deferral / active EE | $4,149 | $2,686+54.5% | $3,497+18.7% | $3,203+29.5% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |