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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 | $6,243 | $107,809-94.2% | $97,032-93.6% | $155,188-96.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 22.14% | 38.06%-15.9pp | 35.38%-13.2pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,198 | $2,911-58.8% | $2,629-54.4% | $4,248-71.8% |
| Participant deferral / active EE | $1,557 | $5,129-69.6% | $4,672-66.7% | $6,531-76.2% |
| Admin fee / account holder | $31 | $10,717-99.7% | $9,418-99.7% | $14,480-99.8% |