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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 | $4,281 | $107,809-96.0% | $97,032-95.6% | $155,188-97.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.07% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $987 | $2,911-66.1% | $2,629-62.5% | $4,248-76.8% |
| Participant deferral / active EE | $1,203 | $5,129-76.5% | $4,672-74.2% | $6,531-81.6% |
| Admin fee / account holder | $190 | $10,717-98.2% | $9,418-98.0% | $14,480-98.7% |