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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 | $11,847 | $117,444-89.9% | $99,479-88.1% | $152,909-92.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 8.02% | 31.87%-23.8pp | 30.72%-22.7pp | 345.46%-337.4pp |
| Employer contribution / active EE | $1,603 | $3,014-46.8% | $2,540-36.9% | $4,764-66.3% |
| Participant deferral / active EE | $1,648 | $4,086-59.7% | $3,619-54.5% | $5,851-71.8% |
| Admin fee / account holder | $38 | $7,635-99.5% | $6,253-99.4% | $11,601-99.7% |