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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 | $9,486 | $110,379-91.4% | $102,412-90.7% | $145,884-93.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.72% | 24.84%-9.1pp | 24.94%-9.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $1,600 | $4,216-62.1% | $3,870-58.7% | $4,662-65.7% |
| Participant deferral / active EE | $1,600 | $5,622-71.5% | $5,060-68.4% | $6,690-76.1% |
| Admin fee / account holder | $34 | $9,745-99.7% | $8,388-99.6% | $13,392-99.7% |