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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 | $22,402 | $149,778-85.0% | $118,946-81.2% | $158,966-85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.26% | 19.95%-10.7pp | 35.89%-26.6pp | 302.95%-293.7pp |
| Employer contribution / active EE | $4,500 | $4,117+9.3% | $3,263+37.9% | $4,762-5.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $286 | $8,604-96.7% | $6,581-95.6% | $11,250-97.5% |