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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 | $3,665 | $232,540-98.4% | $185,117-98.0% | $147,585-97.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.27% | 43.03%-35.8pp | 40.50%-33.2pp | 578.58%-571.3pp |
| Employer contribution / active EE | $1,415 | $5,195-72.8% | $4,182-66.2% | $4,876-71.0% |
| Participant deferral / active EE | $1,846 | $5,834-68.4% | $5,045-63.4% | $5,439-66.1% |
| Admin fee / account holder | $16 | $10,275-99.8% | $8,159-99.8% | $10,886-99.9% |