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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 | $12,234 | $115,814-89.4% | $101,275-87.9% | $158,982-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.92% | 56.16%-37.2pp | 46.48%-27.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $931 | $4,176-77.7% | $3,660-74.6% | $4,763-80.4% |
| Participant deferral / active EE | $3,015 | $4,958-39.2% | $4,371-31.0% | $5,983-49.6% |
| Admin fee / account holder | $110 | $7,249-98.5% | $5,948-98.1% | $11,252-99.0% |