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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 | $11,778 | $57,352-79.5% | $83,831-86.0% | $64,173-81.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 4.84% | 11.38%-6.5pp | 850.99%-846.1pp | 7.63%-2.8pp |
| Employer contribution / active EE | $1,332 | $2,546-47.7% | $3,631-63.3% | $2,381-44.1% |
| Participant deferral / active EE | $1,595 | $2,993-46.7% | $4,082-60.9% | $3,470-54.0% |
| Admin fee / account holder | $83 | $4,046-97.9% | $5,479-98.5% | $4,887-98.3% |