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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 | $10,279 | $90,486-88.6% | $78,676-86.9% | $273,972-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.01% | 75.62%-70.6pp | 62.19%-57.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,303 | $3,175-59.0% | $2,850-54.3% | $4,869-73.2% |
| Participant deferral / active EE | $1,042 | $3,901-73.3% | $3,517-70.4% | $5,287-80.3% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,133-99.9% |