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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 | $3,292 | $114,013-97.1% | $103,693-96.8% | $155,188-97.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 19.00% | 49.31%-30.3pp | 47.61%-28.6pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,337 | $3,131-57.3% | $2,920-54.2% | $4,248-68.5% |
| Participant deferral / active EE | $1,722 | $4,970-65.4% | $4,579-62.4% | $6,531-73.6% |
| Admin fee / account holder | $183 | $8,407-97.8% | $7,858-97.7% | $14,480-98.7% |