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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 | $14,515 | $113,338-87.2% | $94,993-84.7% | $147,586-90.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.65% | 20.80%-9.1pp | 27.14%-15.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,137 | $3,160-64.0% | $2,603-56.3% | $4,876-76.7% |
| Participant deferral / active EE | $6,000 | $3,777+58.9% | $3,317+80.9% | $5,439+10.3% |
| Admin fee / account holder | $271 | $6,063-95.5% | $4,960-94.5% | $10,886-97.5% |