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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 | $4,910 | $57,828-91.5% | $117,039-95.8% | $70,126-93.0% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 30.47% | 17.55%+12.9pp | 18.95%+11.5pp | 73.15%-42.7pp |
| Employer contribution / active EE | $1,090 | $1,816-40.0% | $3,785-71.2% | $2,343-53.5% |
| Participant deferral / active EE | $2,456 | $2,438+0.8% | $3,929-37.5% | $3,332-26.3% |
| Admin fee / account holder | $10 | $3,548-99.7% | $5,974-99.8% | $4,645-99.8% |