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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 | $112,729-94.5% | $98,716-93.7% | $137,256-95.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.57% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,125 | $2,725-22.0% | $2,279-6.7% | $4,156-48.9% |
| Participant deferral / active EE | $1,663 | $4,640-64.2% | $4,048-58.9% | $6,407-74.0% |
| Admin fee / account holder | $154 | $10,129-98.5% | $8,703-98.2% | $12,270-98.7% |