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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 | $15,367 | $93,346-83.5% | $71,796-78.6% | $273,972-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.34% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $7,014 | $2,733+156.6% | $1,924+264.5% | $4,869+44.1% |
| Participant deferral / active EE | $4,104 | $3,475+18.1% | $2,794+46.9% | $5,287-22.4% |
| Admin fee / account holder | $22 | $6,571-99.7% | $4,815-99.5% | $10,133-99.8% |