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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 | $76,407-94.3% | $150,298-97.1% | $82,448-94.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 35.17% | 39.99%-4.8pp | 62.79%-27.6pp | 41.64%-6.5pp |
| Employer contribution / active EE | $1,312 | $2,614-49.8% | $4,154-68.4% | $2,551-48.6% |
| Participant deferral / active EE | $2,550 | $3,214-20.7% | $5,453-53.2% | $4,139-38.4% |
| Admin fee / account holder | $133 | $6,352-97.9% | $14,116-99.1% | $7,234-98.2% |