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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 | $123,155-94.5% | $108,753-93.7% | $155,188-95.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.79% | 44.73%-23.9pp | 37.47%-16.7pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,001 | $2,811-64.4% | $2,427-58.7% | $4,248-76.4% |
| Participant deferral / active EE | $1,428 | $4,623-69.1% | $4,115-65.3% | $6,531-78.1% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,320-99.8% | $14,480-99.9% |