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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 | $11,215 | $85,171-86.8% | $172,752-93.5% | $72,975-84.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.78% | 27.32%-10.5pp | 802.97%-786.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $3,635 | $3,324+9.4% | $5,144-29.3% | $2,440+49.0% |
| Participant deferral / active EE | $1,967 | $3,260-39.7% | $5,198-62.2% | $3,608-45.5% |
| Admin fee / account holder | $243 | $5,880-95.9% | $13,955-98.3% | $5,124-95.3% |