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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 | $5,467 | $108,882-95.0% | $96,754-94.3% | $154,746-96.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 27.63% | 98.39%-70.8pp | 82.04%-54.4pp | 172.34%-144.7pp |
| Employer contribution / active EE | $1,025 | $3,018-66.0% | $2,679-61.8% | $4,379-76.6% |
| Participant deferral / active EE | $1,637 | $5,323-69.2% | $4,758-65.6% | $6,730-75.7% |
| Admin fee / account holder | $19 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |