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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 | $123,155-95.9% | $108,753-95.4% | $155,188-96.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.45% | 44.73%-23.3pp | 37.47%-16.0pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,208 | $2,811-57.0% | $2,427-50.2% | $4,248-71.6% |
| Participant deferral / active EE | $1,510 | $4,623-67.3% | $4,115-63.3% | $6,531-76.9% |
| Admin fee / account holder | $32 | $12,126-99.7% | $10,320-99.7% | $14,480-99.8% |