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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 | $11,500 | $176,794-93.5% | $146,647-92.2% | $167,553-93.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.90% | 24.04%-6.1pp | 22.75%-4.9pp | 478.89%-461.0pp |
| Employer contribution / active EE | $1,126 | $5,161-78.2% | $4,137-72.8% | $4,840-76.7% |
| Participant deferral / active EE | $3,034 | $6,440-52.9% | $5,506-44.9% | $6,343-52.2% |
| Admin fee / account holder | $77 | $13,262-99.4% | $10,281-99.3% | $12,316-99.4% |