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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 | $7,791 | $113,338-93.1% | $94,993-91.8% | $147,586-94.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 30.20% | 20.80%+9.4pp | 27.14%+3.1pp | 578.59%-548.4pp |
| Employer contribution / active EE | $1,490 | $3,160-52.9% | $2,603-42.8% | $4,876-69.4% |
| Participant deferral / active EE | $3,944 | $3,777+4.4% | $3,317+18.9% | $5,439-27.5% |
| Admin fee / account holder | $26 | $6,063-99.6% | $4,960-99.5% | $10,886-99.8% |