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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 | $11,131 | $91,179-87.8% | $178,499-93.8% | $79,852-86.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 21.45% | 24.19%-2.7pp | 151.10%-129.7pp | 31.72%-10.3pp |
| Employer contribution / active EE | $1,739 | $3,256-46.6% | $5,011-65.3% | $2,471-29.6% |
| Participant deferral / active EE | $2,484 | $3,236-23.2% | $5,202-52.2% | $3,740-33.6% |
| Admin fee / account holder | $157 | $6,749-97.7% | $13,986-98.9% | $5,306-97.0% |