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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 | $11,025 | $77,416-85.8% | $69,464-84.1% | $152,897-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.97% | 39.08%-33.1pp | 28.98%-23.0pp | 345.43%-339.5pp |
| Employer contribution / active EE | $929 | $3,315-72.0% | $2,779-66.6% | $4,764-80.5% |
| Participant deferral / active EE | $1,379 | $4,413-68.8% | $3,536-61.0% | $5,851-76.4% |
| Admin fee / account holder | $22 | $6,208-99.6% | $3,840-99.4% | $11,599-99.8% |