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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 | $10,964 | $71,230-84.6% | $93,727-88.3% | $80,959-86.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 14.52% | 11.26%+3.3pp | 133.83%-119.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $5,534 | $1,565+253.6% | $2,421+128.6% | $2,757+100.7% |
| Participant deferral / active EE | $2,657 | $4,037-34.2% | $4,417-39.9% | $4,300-38.2% |
| Admin fee / account holder | $95 | $6,961-98.6% | $8,292-98.9% | $6,925-98.6% |