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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 | $16,588 | $113,338-85.4% | $94,993-82.5% | $147,586-88.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 9.56% | 20.80%-11.2pp | 27.14%-17.6pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,875 | $3,160-40.7% | $2,603-28.0% | $4,876-61.5% |
| Participant deferral / active EE | $7,533 | $3,777+99.5% | $3,317+127.1% | $5,439+38.5% |
| Admin fee / account holder | $124 | $6,063-97.9% | $4,960-97.5% | $10,886-98.9% |