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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 | $6,096 | $107,809-94.3% | $97,032-93.7% | $155,188-96.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 23.16% | 38.06%-14.9pp | 35.38%-12.2pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,109 | $2,911-61.9% | $2,629-57.8% | $4,248-73.9% |
| Participant deferral / active EE | $1,386 | $5,129-73.0% | $4,672-70.3% | $6,531-78.8% |
| Admin fee / account holder | $43 | $10,717-99.6% | $9,418-99.5% | $14,480-99.7% |