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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 | $10,037 | $124,980-92.0% | $108,359-90.7% | $154,746-93.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 32.72% | 45.00%-12.3pp | 36.89%-4.2pp | 172.34%-139.6pp |
| Employer contribution / active EE | $2,398 | $2,851-15.9% | $2,399-0.1% | $4,379-45.2% |
| Participant deferral / active EE | $3,126 | $4,743-34.1% | $4,137-24.4% | $6,730-53.6% |
| Admin fee / account holder | $27 | $11,502-99.8% | $9,741-99.7% | $14,365-99.8% |