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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 | $11,398 | $115,917-90.2% | $100,535-88.7% | $158,982-92.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.08% | 34.80%-7.7pp | 30.90%-3.8pp | 302.99%-275.9pp |
| Employer contribution / active EE | $2,857 | $4,105-30.4% | $3,419-16.4% | $4,763-40.0% |
| Participant deferral / active EE | $2,857 | $6,677-57.2% | $6,271-54.4% | $5,983-52.3% |
| Admin fee / account holder | $6 | $11,002-99.9% | $8,085-99.9% | $11,252-99.9% |