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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 | $6,060 | $115,225-94.7% | $100,712-94.0% | $138,895-95.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 25.00% | 40.35%-15.4pp | 33.27%-8.3pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,139 | $2,771-58.9% | $2,313-50.8% | $4,194-72.9% |
| Participant deferral / active EE | $2,260 | $4,699-51.9% | $4,085-44.7% | $6,396-64.7% |
| Admin fee / account holder | $38 | $10,844-99.6% | $9,256-99.6% | $12,562-99.7% |