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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 | $9,443 | $127,296-92.6% | $109,907-91.4% | $167,536-94.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.81% | 22.97%-8.2pp | 29.46%-14.7pp | 478.82%-464.0pp |
| Employer contribution / active EE | $991 | $3,325-70.2% | $2,844-65.1% | $4,839-79.5% |
| Participant deferral / active EE | $3,249 | $4,513-28.0% | $4,047-19.7% | $6,342-48.8% |
| Admin fee / account holder | $270 | $7,119-96.2% | $6,069-95.6% | $12,315-97.8% |