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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 | $12,814 | $71,197-82.0% | $93,669-86.3% | $80,925-84.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.96% | 11.27%+0.7pp | 133.59%-121.6pp | 35.65%-23.7pp |
| Employer contribution / active EE | $6,414 | $1,565+309.9% | $2,424+164.6% | $2,756+132.7% |
| Participant deferral / active EE | $2,759 | $4,036-31.6% | $4,416-37.5% | $4,299-35.8% |
| Admin fee / account holder | $267 | $6,959-96.2% | $8,291-96.8% | $6,940-96.2% |