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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 | $11,564 | $90,486-87.2% | $78,676-85.3% | $273,972-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.98% | 75.62%-63.6pp | 62.19%-50.2pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,505 | $3,175-52.6% | $2,850-47.2% | $4,869-69.1% |
| Participant deferral / active EE | $5,065 | $3,901+29.8% | $3,517+44.0% | $5,287-4.2% |
| Admin fee / account holder | $263 | $5,263-95.0% | $4,510-94.2% | $10,133-97.4% |