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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 | $4,718 | $65,367-92.8% | $92,915-94.9% | $72,976-93.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 43.05% | 42.11%+0.9pp | 109.45%-66.4pp | 81.02%-38.0pp |
| Employer contribution / active EE | $1,131 | $2,594-56.4% | $3,653-69.0% | $2,440-53.6% |
| Participant deferral / active EE | $2,438 | $3,128-22.1% | $4,238-42.5% | $3,608-32.4% |
| Admin fee / account holder | $124 | $4,251-97.1% | $5,796-97.9% | $5,124-97.6% |