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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 | $11,321 | $85,766-86.8% | $136,298-91.7% | $70,126-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.63% | 31.46%-16.8pp | 5156.27%-5141.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,119 | $2,966-28.6% | $4,696-54.9% | $2,343-9.6% |
| Participant deferral / active EE | $5,404 | $5,051+7.0% | $6,247-13.5% | $3,332+62.2% |
| Admin fee / account holder | $201 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |