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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 | $13,877 | $118,877-88.3% | $96,570-85.6% | $167,536-91.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.96% | 50.50%-41.5pp | 37.79%-28.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $2,009 | $3,121-35.6% | $2,357-14.8% | $4,839-58.5% |
| Participant deferral / active EE | $1,961 | $4,617-57.5% | $3,849-49.1% | $6,342-69.1% |
| Admin fee / account holder | $115 | $8,069-98.6% | $6,182-98.1% | $12,315-99.1% |