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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 | $5,416 | $69,541-92.2% | $59,899-91.0% | $135,380-96.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 15.07% | 7.95%+7.1pp | 3.46%+11.6pp | 519.81%-504.7pp |
| Employer contribution / active EE | $1,038 | $3,236-67.9% | $2,723-61.9% | $4,779-78.3% |
| Participant deferral / active EE | $2,410 | $4,206-42.7% | $3,402-29.2% | $5,609-57.0% |
| Admin fee / account holder | $92 | $5,737-98.4% | $3,592-97.4% | $10,828-99.2% |