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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 | $13,170 | $118,875-88.9% | $96,572-86.4% | $167,553-92.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.41% | 50.50%-38.1pp | 37.79%-25.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,850 | $3,121-40.7% | $2,357-21.5% | $4,840-61.8% |
| Participant deferral / active EE | $5,171 | $4,617+12.0% | $3,850+34.3% | $6,343-18.5% |
| Admin fee / account holder | $66 | $8,070-99.2% | $6,183-98.9% | $12,316-99.5% |