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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 | $11,393 | $100,901-88.7% | $75,670-84.9% | $147,585-92.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.91% | 35.78%-18.9pp | 27.34%-10.4pp | 578.57%-561.7pp |
| Employer contribution / active EE | $2,241 | $3,253-31.1% | $2,352-4.7% | $4,876-54.0% |
| Participant deferral / active EE | $4,690 | $4,027+16.5% | $3,142+49.3% | $5,439-13.8% |
| Admin fee / account holder | $30 | $11,285-99.7% | $5,800-99.5% | $10,885-99.7% |