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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 | $10,603 | $117,829-91.0% | $102,423-89.6% | $145,877-92.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 31.83%-20.5pp | 29.42%-18.1pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,421 | $3,615-33.0% | $3,023-19.9% | $4,663-48.1% |
| Participant deferral / active EE | $2,570 | $5,732-55.2% | $5,054-49.2% | $6,691-61.6% |
| Admin fee / account holder | $164 | $13,335-98.8% | $9,455-98.3% | $13,402-98.8% |