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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 | $5,976 | $103,392-94.2% | $87,104-93.1% | $152,897-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.76% | 28.10%-9.3pp | 28.19%-9.4pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,254 | $3,221-61.1% | $2,521-50.3% | $4,764-73.7% |
| Participant deferral / active EE | $1,534 | $4,778-67.9% | $4,048-62.1% | $5,851-73.8% |
| Admin fee / account holder | $10 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |