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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 | $12,642 | $124,980-89.9% | $108,359-88.3% | $154,746-91.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.54% | 45.00%-26.5pp | 36.89%-18.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,246 | $2,851-56.3% | $2,399-48.1% | $4,379-71.6% |
| Participant deferral / active EE | $2,084 | $4,743-56.1% | $4,137-49.6% | $6,730-69.0% |
| Admin fee / account holder | $62 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |