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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 | $6,188 | $115,225-94.6% | $100,712-93.9% | $138,895-95.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 23.57% | 40.35%-16.8pp | 33.27%-9.7pp | 145.39%-121.8pp |
| Employer contribution / active EE | $2,125 | $2,771-23.3% | $2,313-8.1% | $4,194-49.3% |
| Participant deferral / active EE | $1,663 | $4,699-64.6% | $4,085-59.3% | $6,396-74.0% |
| Admin fee / account holder | $154 | $10,844-98.6% | $9,256-98.3% | $12,562-98.8% |