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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 | $9,183 | $147,556-93.8% | $129,031-92.9% | $198,609-95.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 29.53% | 37.41%-7.9pp | 34.67%-5.1pp | 202.70%-173.2pp |
| Employer contribution / active EE | $2,548 | $3,645-30.1% | $3,226-21.0% | $5,055-49.6% |
| Participant deferral / active EE | $4,946 | $5,760-14.1% | $5,217-5.2% | $6,977-29.1% |
| Admin fee / account holder | $83 | $15,467-99.5% | $13,208-99.4% | $19,030-99.6% |