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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 | $5,470 | $126,661-95.7% | $113,397-95.2% | $138,895-96.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 44.53% | 25.05%+19.5pp | 23.20%+21.3pp | 145.39%-100.9pp |
| Employer contribution / active EE | $1,914 | $3,456-44.6% | $2,977-35.7% | $4,194-54.4% |
| Participant deferral / active EE | $2,622 | $5,693-53.9% | $5,076-48.3% | $6,396-59.0% |
| Admin fee / account holder | $108 | $14,549-99.3% | $11,957-99.1% | $12,562-99.1% |