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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 | $12,054 | $85,171-85.8% | $172,752-93.0% | $72,975-83.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.05% | 27.32%-11.3pp | 802.97%-786.9pp | 81.01%-65.0pp |
| Employer contribution / active EE | $4,923 | $3,324+48.1% | $5,144-4.3% | $2,440+101.8% |
| Participant deferral / active EE | $4,311 | $3,260+32.2% | $5,198-17.1% | $3,608+19.5% |
| Admin fee / account holder | $53 | $5,880-99.1% | $13,955-99.6% | $5,124-99.0% |