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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 | $5,874 | $56,894-89.7% | $84,753-93.1% | $62,881-90.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 69.17% | 6.30%+62.9pp | 22.78%+46.4pp | 20.14%+49.0pp |
| Employer contribution / active EE | $1,374 | $2,400-42.7% | $3,574-61.6% | $2,281-39.8% |
| Participant deferral / active EE | $1,610 | $2,709-40.6% | $3,712-56.6% | $3,203-49.7% |
| Admin fee / account holder | $96 | $3,581-97.3% | $5,333-98.2% | $4,296-97.8% |