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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 | $11,967 | $123,155-90.3% | $108,753-89.0% | $155,188-92.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.35% | 44.73%-24.4pp | 37.47%-17.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,453 | $2,811-48.3% | $2,427-40.1% | $4,248-65.8% |
| Participant deferral / active EE | $4,109 | $4,623-11.1% | $4,115-0.1% | $6,531-37.1% |
| Admin fee / account holder | $142 | $12,126-98.8% | $10,320-98.6% | $14,480-99.0% |