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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 | $108,882-96.4% | $96,754-95.9% | $154,746-97.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 20.89% | 98.39%-77.5pp | 82.04%-61.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,180 | $3,018-60.9% | $2,679-56.0% | $4,379-73.1% |
| Participant deferral / active EE | $1,362 | $5,323-74.4% | $4,758-71.4% | $6,730-79.8% |
| Admin fee / account holder | $89 | $10,200-99.1% | $8,905-99.0% | $14,365-99.4% |