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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 | $11,130 | $142,430-92.2% | $115,170-90.3% | $152,897-92.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 34.37% | 41.48%-7.1pp | 35.60%-1.2pp | 345.43%-311.1pp |
| Employer contribution / active EE | $1,334 | $4,011-66.7% | $3,179-58.0% | $4,764-72.0% |
| Participant deferral / active EE | $7,443 | $5,165+44.1% | $4,169+78.5% | $5,851+27.2% |
| Admin fee / account holder | $58 | $8,464-99.3% | $7,089-99.2% | $11,599-99.5% |