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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 | $4,051 | $93,064-95.6% | $74,577-94.6% | $273,970-98.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.93% | 26.18%-13.2pp | 20.47%-7.5pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,025 | $3,160-67.6% | $2,525-59.4% | $4,869-79.0% |
| Participant deferral / active EE | $1,950 | $4,160-53.1% | $3,458-43.6% | $5,287-63.1% |
| Admin fee / account holder | $30 | $5,273-99.4% | $4,138-99.3% | $10,132-99.7% |