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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 | $123,155-96.0% | $108,753-95.5% | $155,188-96.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 25.14% | 44.73%-19.6pp | 37.47%-12.3pp | 148.84%-123.7pp |
| Employer contribution / active EE | $809 | $2,811-71.2% | $2,427-66.7% | $4,248-81.0% |
| Participant deferral / active EE | $1,230 | $4,623-73.4% | $4,115-70.1% | $6,531-81.2% |
| Admin fee / account holder | $30 | $12,126-99.8% | $10,320-99.7% | $14,480-99.8% |