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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 | $6,798 | $124,980-94.6% | $108,359-93.7% | $154,746-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.79% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,001 | $2,851-64.9% | $2,399-58.3% | $4,379-77.1% |
| Participant deferral / active EE | $1,428 | $4,743-69.9% | $4,137-65.5% | $6,730-78.8% |
| Admin fee / account holder | $17 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |