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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 | $7,807 | $96,524-91.9% | $75,900-89.7% | $152,909-94.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 14.25% | 33.93%-19.7pp | 30.73%-16.5pp | 345.46%-331.2pp |
| Employer contribution / active EE | $4,678 | $3,311+41.3% | $2,501+87.0% | $4,764-1.8% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15 | $8,082-99.8% | $5,421-99.7% | $11,601-99.9% |