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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 | $11,367 | $106,864-89.4% | $147,318-92.3% | $82,637-86.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 55.85% | 27.49%+28.4pp | 70.43%-14.6pp | 53.51%+2.3pp |
| Employer contribution / active EE | $3,062 | $3,417-10.4% | $4,593-33.3% | $2,552+20.0% |
| Participant deferral / active EE | $4,016 | $6,496-38.2% | $7,906-49.2% | $4,126-2.7% |
| Admin fee / account holder | $24 | $8,415-99.7% | $13,708-99.8% | $7,339-99.7% |