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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 | $10,378 | $115,225-91.0% | $100,712-89.7% | $138,895-92.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 23.79% | 40.35%-16.6pp | 33.27%-9.5pp | 145.39%-121.6pp |
| Employer contribution / active EE | $1,809 | $2,771-34.7% | $2,313-21.8% | $4,194-56.9% |
| Participant deferral / active EE | $1,809 | $4,699-61.5% | $4,085-55.7% | $6,396-71.7% |
| Admin fee / account holder | $17 | $10,844-99.8% | $9,256-99.8% | $12,562-99.9% |