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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 | $112,729-94.7% | $98,716-93.9% | $137,256-95.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.91% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $891 | $2,725-67.3% | $2,279-60.9% | $4,156-78.6% |
| Participant deferral / active EE | $1,327 | $4,640-71.4% | $4,048-67.2% | $6,407-79.3% |
| Admin fee / account holder | $87 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |