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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 | $5,955 | $152,394-96.1% | $124,067-95.2% | $155,188-96.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 20.74% | 34.93%-14.2pp | 31.06%-10.3pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,181 | $2,398-50.8% | $2,166-45.5% | $4,248-72.2% |
| Participant deferral / active EE | $1,282 | $3,823-66.5% | $3,463-63.0% | $6,531-80.4% |
| Admin fee / account holder | $11 | $6,949-99.8% | $7,351-99.8% | $14,480-99.9% |