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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 | $5,024 | $115,225-95.6% | $100,712-95.0% | $138,895-96.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.45% | 40.35%-18.9pp | 33.27%-11.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,208 | $2,771-56.4% | $2,313-47.8% | $4,194-71.2% |
| Participant deferral / active EE | $1,510 | $4,699-67.9% | $4,085-63.0% | $6,396-76.4% |
| Admin fee / account holder | $32 | $10,844-99.7% | $9,256-99.7% | $12,562-99.7% |