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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 | $4,953 | $126,113-96.1% | $116,096-95.7% | $155,188-96.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 14.76% | 391.72%-377.0pp | 326.25%-311.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $648 | $2,672-75.8% | $2,503-74.1% | $4,248-84.8% |
| Participant deferral / active EE | $1,609 | $4,162-61.3% | $3,952-59.3% | $6,531-75.4% |
| Admin fee / account holder | $109 | $8,045-98.6% | $7,704-98.6% | $14,480-99.2% |