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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 | $107,809-94.9% | $97,032-94.4% | $155,188-96.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 27.63% | 38.06%-10.4pp | 35.38%-7.8pp | 148.84%-121.2pp |
| Employer contribution / active EE | $1,025 | $2,911-64.8% | $2,629-61.0% | $4,248-75.9% |
| Participant deferral / active EE | $1,637 | $5,129-68.1% | $4,672-65.0% | $6,531-74.9% |
| Admin fee / account holder | $19 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |