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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 | $99,053-94.3% | $88,179-93.6% | $138,895-96.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 22.12% | 78.17%-56.0pp | 64.97%-42.8pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,537 | $2,882-46.7% | $2,549-39.7% | $4,194-63.4% |
| Participant deferral / active EE | $1,537 | $5,225-70.6% | $4,614-66.7% | $6,396-76.0% |
| Admin fee / account holder | $20 | $8,748-99.8% | $7,673-99.7% | $12,562-99.8% |