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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 | $12,564 | $78,682-84.0% | $109,188-88.5% | $85,851-85.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 17.39% | 25.09%-7.7pp | 25.76%-8.4pp | 318.63%-301.2pp |
| Employer contribution / active EE | $828 | $2,734-69.7% | $3,723-77.8% | $2,565-67.7% |
| Participant deferral / active EE | $2,021 | $3,468-41.7% | $4,654-56.6% | $3,952-48.9% |
| Admin fee / account holder | $7 | $5,470-99.9% | $6,755-99.9% | $6,261-99.9% |