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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 | $10,233 | $110,410-90.7% | $102,437-90.0% | $145,897-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.27% | 24.85%-6.6pp | 24.95%-6.7pp | 552.29%-534.0pp |
| Employer contribution / active EE | $2,363 | $4,217-44.0% | $3,871-39.0% | $4,663-49.3% |
| Participant deferral / active EE | $3,603 | $5,622-35.9% | $5,060-28.8% | $6,689-46.1% |
| Admin fee / account holder | $80 | $9,745-99.2% | $8,388-99.0% | $13,390-99.4% |