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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 | $5,991 | $124,980-95.2% | $108,359-94.5% | $154,746-96.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 19.91% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $891 | $2,851-68.8% | $2,399-62.9% | $4,379-79.7% |
| Participant deferral / active EE | $1,327 | $4,743-72.0% | $4,137-67.9% | $6,730-80.3% |
| Admin fee / account holder | $87 | $11,502-99.2% | $9,741-99.1% | $14,365-99.4% |