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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 | $6,749 | $124,980-94.6% | $108,359-93.8% | $154,746-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.44% | 45.00%-22.6pp | 36.89%-14.5pp | 172.34%-149.9pp |
| Employer contribution / active EE | $1,298 | $2,851-54.5% | $2,399-45.9% | $4,379-70.4% |
| Participant deferral / active EE | $2,427 | $4,743-48.8% | $4,137-41.3% | $6,730-63.9% |
| Admin fee / account holder | $75 | $11,502-99.4% | $9,741-99.2% | $14,365-99.5% |