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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 | $7,033 | $110,379-93.6% | $102,412-93.1% | $145,884-95.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,266 | $4,216-22.5% | $3,870-15.6% | $4,662-30.0% |
| Participant deferral / active EE | $3,334 | $5,622-40.7% | $5,060-34.1% | $6,690-50.2% |
| Admin fee / account holder | $40 | $9,745-99.6% | $8,388-99.5% | $13,392-99.7% |