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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 | $9,180 | $817,678-98.9% | $392,568-97.7% | $152,897-94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 30.76% | 22.84%+7.9pp | 24.42%+6.3pp | 345.43%-314.7pp |
| Employer contribution / active EE | $1,565 | $5,502-71.6% | $3,783-58.6% | $4,764-67.1% |
| Participant deferral / active EE | $3,994 | $8,398-52.4% | $5,985-33.3% | $5,851-31.7% |
| Admin fee / account holder | $268 | $12,095-97.8% | $6,260-95.7% | $11,599-97.7% |