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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 | $6,534 | $126,113-94.8% | $116,096-94.4% | $155,188-95.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 19.19% | 391.72%-372.5pp | 326.25%-307.1pp | 148.84%-129.7pp |
| Employer contribution / active EE | $976 | $2,672-63.5% | $2,503-61.0% | $4,248-77.0% |
| Participant deferral / active EE | $1,951 | $4,162-53.1% | $3,952-50.6% | $6,531-70.1% |
| Admin fee / account holder | $29 | $8,045-99.6% | $7,704-99.6% | $14,480-99.8% |