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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 | $14,092 | $79,449-82.3% | $189,575-92.6% | $85,847-83.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 18.08% | 18.45%-0.4pp | 64.19%-46.1pp | 318.61%-300.5pp |
| Employer contribution / active EE | $6,861 | $2,081+229.7% | $4,412+55.5% | $2,565+167.5% |
| Participant deferral / active EE | $4,027 | $4,051-0.6% | $6,174-34.8% | $3,952+1.9% |
| Admin fee / account holder | $61 | $5,377-98.9% | $9,806-99.4% | $6,261-99.0% |