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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 | $11,605 | $174,018-93.3% | $136,833-91.5% | $198,609-94.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 22.85% | 35.16%-12.3pp | 35.32%-12.5pp | 202.70%-179.8pp |
| Employer contribution / active EE | $1,358 | $1,571-13.5% | $1,319+3.0% | $5,055-73.1% |
| Participant deferral / active EE | $5,304 | $2,873+84.6% | $2,441+117.3% | $6,977-24.0% |
| Admin fee / account holder | $35 | $5,434-99.4% | $4,706-99.3% | $19,030-99.8% |