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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 | $3,970 | $97,125-95.9% | $86,233-95.4% | $137,256-97.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.89% | 74.19%-53.3pp | 61.39%-40.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,180 | $2,841-58.5% | $2,504-52.9% | $4,156-71.6% |
| Participant deferral / active EE | $1,362 | $5,180-73.7% | $4,559-70.1% | $6,407-78.7% |
| Admin fee / account holder | $89 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |