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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 | $5,146 | $126,113-95.9% | $116,096-95.6% | $155,188-96.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 21.76% | 391.72%-370.0pp | 326.25%-304.5pp | 148.84%-127.1pp |
| Employer contribution / active EE | $947 | $2,672-64.5% | $2,503-62.2% | $4,248-77.7% |
| Participant deferral / active EE | $1,193 | $4,162-71.3% | $3,952-69.8% | $6,531-81.7% |
| Admin fee / account holder | $124 | $8,045-98.5% | $7,704-98.4% | $14,480-99.1% |