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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 | $4,896 | $112,729-95.7% | $98,716-95.0% | $137,256-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.14% | 38.48%-13.3pp | 31.81%-6.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $809 | $2,725-70.3% | $2,279-64.5% | $4,156-80.5% |
| Participant deferral / active EE | $1,230 | $4,640-73.5% | $4,048-69.6% | $6,407-80.8% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |