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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 | $5,637 | $91,198-93.8% | $178,503-96.8% | $79,856-92.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 26.68% | 24.20%+2.5pp | 151.12%-124.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $875 | $3,257-73.1% | $5,011-82.5% | $2,471-64.6% |
| Participant deferral / active EE | $2,391 | $3,237-26.1% | $5,202-54.0% | $3,741-36.1% |
| Admin fee / account holder | $110 | $6,748-98.4% | $13,987-99.2% | $5,306-97.9% |