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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 | $124,980-96.2% | $108,359-95.6% | $154,746-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 21.46% | 45.00%-23.5pp | 36.89%-15.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,090 | $2,851-61.8% | $2,399-54.6% | $4,379-75.1% |
| Participant deferral / active EE | $2,317 | $4,743-51.1% | $4,137-44.0% | $6,730-65.6% |
| Admin fee / account holder | $30 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |