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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 | $6,473 | $110,240-94.1% | $96,544-93.3% | $139,487-95.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.80% | 26.41%-2.6pp | 25.88%-2.1pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,827 | $3,622-49.6% | $2,966-38.4% | $4,755-61.6% |
| Participant deferral / active EE | $5,184 | $5,549-6.6% | $4,851+6.9% | $6,713-22.8% |
| Admin fee / account holder | $56 | $11,602-99.5% | $8,254-99.3% | $11,407-99.5% |