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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 | $4,802 | $110,379-95.6% | $102,412-95.3% | $145,884-96.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.01% | 24.84%-6.8pp | 24.94%-6.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,423 | $4,216-66.3% | $3,870-63.2% | $4,662-69.5% |
| Participant deferral / active EE | $2,075 | $5,622-63.1% | $5,060-59.0% | $6,690-69.0% |
| Admin fee / account holder | $287 | $9,745-97.1% | $8,388-96.6% | $13,392-97.9% |