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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 | $11,139 | $127,298-91.2% | $109,916-89.9% | $167,553-93.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 19.54% | 22.97%-3.4pp | 29.46%-9.9pp | 478.89%-459.3pp |
| Employer contribution / active EE | $1,577 | $3,325-52.6% | $2,844-44.6% | $4,840-67.4% |
| Participant deferral / active EE | $3,507 | $4,513-22.3% | $4,047-13.4% | $6,343-44.7% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |