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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 | $4,794 | $112,729-95.7% | $98,716-95.1% | $137,256-96.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.46% | 38.48%-17.0pp | 31.81%-10.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,090 | $2,725-60.0% | $2,279-52.1% | $4,156-73.8% |
| Participant deferral / active EE | $2,317 | $4,640-50.1% | $4,048-42.8% | $6,407-63.8% |
| Admin fee / account holder | $30 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |