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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 | $9,805 | $81,208-87.9% | $98,920-90.1% | $79,852-87.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.95% | 60.99%-43.0pp | 196.47%-178.5pp | 31.72%-13.8pp |
| Employer contribution / active EE | $3,433 | $1,960+75.2% | $2,689+27.7% | $2,471+38.9% |
| Participant deferral / active EE | $3,151 | $3,265-3.5% | $4,245-25.8% | $3,740-15.8% |
| Admin fee / account holder | $220 | $6,013-96.3% | $6,643-96.7% | $5,306-95.9% |