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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 | $11,703 | $149,679-92.2% | $117,039-90.0% | $147,586-92.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.10% | 19.31%-5.2pp | 18.95%-4.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,670 | $4,937-66.2% | $3,785-55.9% | $4,876-65.8% |
| Participant deferral / active EE | $1,700 | $4,912-65.4% | $3,929-56.7% | $5,439-68.8% |
| Admin fee / account holder | $36 | $7,856-99.5% | $5,974-99.4% | $10,886-99.7% |