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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 | $11,317 | $211,239-94.6% | $178,528-93.7% | $145,877-92.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.72% | 30.22%-16.5pp | 27.11%-13.4pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,464 | $4,570-68.0% | $3,950-63.0% | $4,663-68.6% |
| Participant deferral / active EE | $3,781 | $6,963-45.7% | $6,278-39.8% | $6,691-43.5% |
| Admin fee / account holder | $105 | $12,095-99.1% | $10,419-99.0% | $13,402-99.2% |