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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 | $5,623 | $108,882-94.8% | $96,754-94.2% | $154,746-96.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.12% | 98.39%-76.3pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,537 | $3,018-49.1% | $2,679-42.6% | $4,379-64.9% |
| Participant deferral / active EE | $1,537 | $5,323-71.1% | $4,758-67.7% | $6,730-77.2% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |