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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 | $97,125-95.6% | $86,233-95.0% | $137,256-96.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.07% | 74.19%-59.1pp | 61.39%-46.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $987 | $2,841-65.3% | $2,504-60.6% | $4,156-76.3% |
| Participant deferral / active EE | $1,203 | $5,180-76.8% | $4,559-73.6% | $6,407-81.2% |
| Admin fee / account holder | $190 | $9,725-98.0% | $8,342-97.7% | $12,270-98.5% |