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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 | $5,299 | $149,679-96.5% | $117,039-95.5% | $147,586-96.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 12.62% | 19.31%-6.7pp | 18.95%-6.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,474 | $4,937-70.1% | $3,785-61.1% | $4,876-69.8% |
| Participant deferral / active EE | $2,807 | $4,912-42.8% | $3,929-28.6% | $5,439-48.4% |
| Admin fee / account holder | $44 | $7,856-99.4% | $5,974-99.3% | $10,886-99.6% |