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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 | $12,753 | $147,556-91.4% | $129,031-90.1% | $198,609-93.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 26.25% | 37.41%-11.2pp | 34.67%-8.4pp | 202.70%-176.4pp |
| Employer contribution / active EE | $1,594 | $3,645-56.3% | $3,226-50.6% | $5,055-68.5% |
| Participant deferral / active EE | $3,787 | $5,760-34.2% | $5,217-27.4% | $6,977-45.7% |
| Admin fee / account holder | $11 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |