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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 | $5,495 | $100,279-94.5% | $81,353-93.2% | $145,884-96.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.48% | 34.49%-16.0pp | 24.82%-6.3pp | 551.85%-533.4pp |
| Employer contribution / active EE | $570 | $2,979-80.9% | $2,464-76.9% | $4,662-87.8% |
| Participant deferral / active EE | $2,557 | $4,611-44.5% | $3,885-34.2% | $6,690-61.8% |
| Admin fee / account holder | $18 | $8,206-99.8% | $5,766-99.7% | $13,392-99.9% |