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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 | $5,837 | $103,387-94.4% | $87,102-93.3% | $152,885-96.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 32.43% | 28.10%+4.3pp | 28.19%+4.2pp | 345.39%-313.0pp |
| Employer contribution / active EE | $1,750 | $3,221-45.7% | $2,521-30.6% | $4,763-63.3% |
| Participant deferral / active EE | $4,988 | $4,778+4.4% | $4,048+23.2% | $5,851-14.8% |
| Admin fee / account holder | $15 | $12,193-99.9% | $7,491-99.8% | $11,598-99.9% |