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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 | $10,110 | $107,030-90.6% | $73,550-86.3% | $147,586-93.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 15.64% | 38.25%-22.6pp | -15.16%+30.8pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,190 | $1,760-32.4% | $1,219-2.4% | $4,876-75.6% |
| Participant deferral / active EE | $2,157 | $2,458-12.2% | $1,804+19.6% | $5,439-60.3% |
| Admin fee / account holder | $183 | $3,055-94.0% | $2,320-92.1% | $10,886-98.3% |