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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 | $4,586 | $117,904-96.1% | $102,457-95.5% | $145,978-96.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 31.80%-10.6pp | 29.41%-8.3pp | 550.52%-529.4pp |
| Employer contribution / active EE | $3,526 | $3,613-2.4% | $3,022+16.7% | $4,662-24.4% |
| Participant deferral / active EE | $4,118 | $5,733-28.2% | $5,054-18.5% | $6,690-38.4% |
| Admin fee / account holder | $192 | $13,329-98.6% | $9,451-98.0% | $13,400-98.6% |