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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 | $123,155-95.1% | $108,753-94.5% | $155,188-96.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.91% | 44.73%-24.8pp | 37.47%-17.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $891 | $2,811-68.3% | $2,427-63.3% | $4,248-79.0% |
| Participant deferral / active EE | $1,327 | $4,623-71.3% | $4,115-67.7% | $6,531-79.7% |
| Admin fee / account holder | $87 | $12,126-99.3% | $10,320-99.2% | $14,480-99.4% |