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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 | $4,322 | $78,690-94.5% | $161,489-97.3% | $87,485-95.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 35.17% | 32.74%+2.4pp | 89.72%-54.5pp | 26.06%+9.1pp |
| Employer contribution / active EE | $1,312 | $2,588-49.3% | $4,268-69.3% | $2,596-49.5% |
| Participant deferral / active EE | $2,550 | $3,311-23.0% | $5,630-54.7% | $4,274-40.3% |
| Admin fee / account holder | $133 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |