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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 | $5,777 | $115,225-95.0% | $100,712-94.3% | $138,895-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.96% | 40.35%-19.4pp | 33.27%-12.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $964 | $2,771-65.2% | $2,313-58.3% | $4,194-77.0% |
| Participant deferral / active EE | $1,241 | $4,699-73.6% | $4,085-69.6% | $6,396-80.6% |
| Admin fee / account holder | $31 | $10,844-99.7% | $9,256-99.7% | $12,562-99.8% |