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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 | $5,424 | $90,486-94.0% | $78,676-93.1% | $273,972-98.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.66% | 75.62%-64.0pp | 62.19%-50.5pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,362 | $3,175-57.1% | $2,850-52.2% | $4,869-72.0% |
| Participant deferral / active EE | $3,525 | $3,901-9.7% | $3,517+0.2% | $5,287-33.3% |
| Admin fee / account holder | $106 | $5,263-98.0% | $4,510-97.6% | $10,133-99.0% |