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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 | $10,607 | $89,367-88.1% | $141,191-92.5% | $72,975-85.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.07% | 111.87%-81.8pp | 71.41%-41.3pp | 81.01%-50.9pp |
| Employer contribution / active EE | $3,160 | $3,115+1.5% | $4,736-33.3% | $2,440+29.5% |
| Participant deferral / active EE | $2,594 | $5,419-52.1% | $6,710-61.3% | $3,608-28.1% |
| Admin fee / account holder | $208 | $5,957-96.5% | $10,264-98.0% | $5,124-95.9% |