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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 | $4,936 | $135,956-96.4% | $123,894-96.0% | $273,972-98.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $922 | $5,170-82.2% | $4,617-80.0% | $4,869-81.1% |
| Participant deferral / active EE | $2,626 | $6,343-58.6% | $5,984-56.1% | $5,287-50.3% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |