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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 | $9,611 | $107,030-91.0% | $73,550-86.9% | $147,586-93.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.87% | 38.25%-16.4pp | -15.16%+37.0pp | 578.59%-556.7pp |
| Employer contribution / active EE | $1,358 | $1,760-22.9% | $1,219+11.4% | $4,876-72.2% |
| Participant deferral / active EE | $4,155 | $2,458+69.0% | $1,804+130.3% | $5,439-23.6% |
| Admin fee / account holder | $165 | $3,055-94.6% | $2,320-92.9% | $10,886-98.5% |