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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 | $1,800 | $94,439-98.1% | $73,658-97.6% | $154,746-98.8% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 4.62% | 28.25%-23.6pp | 29.72%-25.1pp | 172.34%-167.7pp |
| Employer contribution / active EE | $1,031 | $1,257-18.0% | $1,032-0.2% | $4,379-76.5% |
| Participant deferral / active EE | $1,207 | $2,527-52.2% | $2,062-41.5% | $6,730-82.1% |
| Admin fee / account holder | $244 | $3,843-93.7% | $3,357-92.7% | $14,365-98.3% |