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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 | $6,525 | $106,247-93.9% | $96,515-93.2% | $139,466-95.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.49% | 38.47%-15.0pp | 35.73%-12.2pp | 373.66%-350.2pp |
| Employer contribution / active EE | $1,172 | $4,106-71.5% | $3,740-68.7% | $4,754-75.3% |
| Participant deferral / active EE | $3,993 | $5,456-26.8% | $4,880-18.2% | $6,712-40.5% |
| Admin fee / account holder | $252 | $7,885-96.8% | $6,735-96.3% | $11,409-97.8% |