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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 | $10,435 | $127,387-91.8% | $115,038-90.9% | $125,389-91.7% |
| Participation rate | 91.3% | 84.2%+7.1pp | 81.4%+9.9pp | 83.2%+8.1pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,220 | $5,166-76.4% | $4,608-73.5% | $4,866-74.9% |
| Participant deferral / active EE | $3,038 | $6,423-52.7% | $6,026-49.6% | $5,352-43.2% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |