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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 | $4,808 | $93,346-94.8% | $71,796-93.3% | $273,972-98.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 20.19% | 130.39%-110.2pp | 78.04%-57.8pp | 41.46%-21.3pp |
| Employer contribution / active EE | $1,549 | $2,733-43.3% | $1,924-19.5% | $4,869-68.2% |
| Participant deferral / active EE | $2,095 | $3,475-39.7% | $2,794-25.0% | $5,287-60.4% |
| Admin fee / account holder | $37 | $6,571-99.4% | $4,815-99.2% | $10,133-99.6% |