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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 | $10,897 | $58,099-81.2% | $76,872-85.8% | $75,173-85.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 15.48% | 26.71%-11.2pp | 37.90%-22.4pp | 160.72%-145.2pp |
| Employer contribution / active EE | $5,569 | $1,996+179.1% | $2,533+119.8% | $2,671+108.5% |
| Participant deferral / active EE | $2,996 | $2,999-0.1% | $3,832-21.8% | $4,126-27.4% |
| Admin fee / account holder | $214 | $4,778-95.5% | $5,476-96.1% | $5,651-96.2% |