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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 | $8,401 | $110,337-92.4% | $102,383-91.8% | $145,877-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,925 | $4,216-54.4% | $3,870-50.3% | $4,663-58.7% |
| Participant deferral / active EE | $2,289 | $5,621-59.3% | $5,060-54.8% | $6,691-65.8% |
| Admin fee / account holder | $99 | $9,750-99.0% | $8,391-98.8% | $13,402-99.3% |