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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 | $15,290 | $117,846-87.0% | $102,434-85.1% | $145,884-89.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.56% | 31.90%-22.3pp | 29.46%-19.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,604 | $3,615-28.0% | $3,023-13.9% | $4,662-44.2% |
| Participant deferral / active EE | $3,813 | $5,733-33.5% | $5,055-24.6% | $6,690-43.0% |
| Admin fee / account holder | $69 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |