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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 | $12,075 | $96,731-87.5% | $123,973-90.3% | $86,983-86.1% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.68% | 17.33%-1.6pp | 388.13%-372.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $1,661 | $3,297-49.6% | $4,126-59.7% | $2,584-35.7% |
| Participant deferral / active EE | $3,692 | $4,152-11.1% | $5,247-29.6% | $4,194-12.0% |
| Admin fee / account holder | $217 | $8,722-97.5% | $11,799-98.2% | $7,856-97.2% |