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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 | $10,280 | $61,816-83.4% | $97,260-89.4% | $80,935-87.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.90% | -558.73%+573.6pp | 75.54%-60.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,460 | $1,836-20.5% | $2,721-46.3% | $2,757-47.0% |
| Participant deferral / active EE | $1,968 | $3,027-35.0% | $4,262-53.8% | $4,299-54.2% |
| Admin fee / account holder | $32 | $5,166-99.4% | $5,640-99.4% | $6,924-99.5% |