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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 | $5,759 | $101,069-94.3% | $81,478-92.9% | $147,585-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.83% | 32.40%-13.6pp | 38.78%-20.0pp | 578.57%-559.7pp |
| Employer contribution / active EE | $1,129 | $3,205-64.8% | $2,568-56.1% | $4,876-76.9% |
| Participant deferral / active EE | $1,318 | $4,242-68.9% | $3,537-62.7% | $5,439-75.8% |
| Admin fee / account holder | $18 | $5,812-99.7% | $4,561-99.6% | $10,885-99.8% |