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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 | $71,215-82.0% | $93,696-86.3% | $80,935-84.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 11.96% | 11.27%+0.7pp | 133.74%-121.8pp | 35.66%-23.7pp |
| Employer contribution / active EE | $6,414 | $1,565+309.8% | $2,422+164.8% | $2,757+132.7% |
| Participant deferral / active EE | $2,759 | $4,037-31.6% | $4,417-37.5% | $4,299-35.8% |
| Admin fee / account holder | $267 | $6,958-96.2% | $8,287-96.8% | $6,924-96.1% |