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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 | $5,321 | $114,013-95.3% | $103,693-94.9% | $155,188-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.62% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $974 | $3,131-68.9% | $2,920-66.7% | $4,248-77.1% |
| Participant deferral / active EE | $1,302 | $4,970-73.8% | $4,579-71.6% | $6,531-80.1% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,858-99.2% | $14,480-99.6% |