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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 | $5,026 | $124,980-96.0% | $108,359-95.4% | $154,746-96.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.41% | 45.00%-24.6pp | 36.89%-16.5pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,054 | $2,851-27.9% | $2,399-14.4% | $4,379-53.1% |
| Participant deferral / active EE | $2,125 | $4,743-55.2% | $4,137-48.6% | $6,730-68.4% |
| Admin fee / account holder | $249 | $11,502-97.8% | $9,741-97.4% | $14,365-98.3% |