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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 | $5,698 | $101,063-94.4% | $81,473-93.0% | $147,586-96.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.38% | 32.41%-14.0pp | 38.78%-20.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,264 | $3,206-60.6% | $2,568-50.8% | $4,876-74.1% |
| Participant deferral / active EE | $1,549 | $4,242-63.5% | $3,537-56.2% | $5,439-71.5% |
| Admin fee / account holder | $68 | $5,812-98.8% | $4,561-98.5% | $10,886-99.4% |