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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 | $19,470 | $165,399-88.2% | $149,745-87.0% | $158,982-87.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.96% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,079 | $5,105-59.3% | $4,646-55.3% | $4,763-56.4% |
| Participant deferral / active EE | $4,665 | $7,183-35.1% | $6,843-31.8% | $5,983-22.0% |
| Admin fee / account holder | $130 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |