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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 | $12,716 | $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 | 21.80% | 37.41%-15.6pp | 34.67%-12.9pp | 202.70%-180.9pp |
| Employer contribution / active EE | $2,367 | $3,645-35.1% | $3,226-26.6% | $5,055-53.2% |
| Participant deferral / active EE | $3,137 | $5,760-45.5% | $5,217-39.9% | $6,977-55.0% |
| Admin fee / account holder | $111 | $15,467-99.3% | $13,208-99.2% | $19,030-99.4% |