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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 | $11,875 | $58,828-79.8% | $78,002-84.8% | $62,881-81.1% |
| Participation rate | 83.3% | 71.1%+12.3pp | 75.5%+7.8pp | 69.3%+14.0pp |
| Annual return | 11.20% | 17.16%-6.0pp | 425.99%-414.8pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,343 | $1,672+40.2% | $2,470-5.1% | $2,281+2.7% |
| Participant deferral / active EE | $4,010 | $2,686+49.3% | $3,497+14.7% | $3,203+25.2% |
| Admin fee / account holder | $140 | $4,393-96.8% | $5,481-97.5% | $4,296-96.8% |