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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 | $8,956 | $127,779-93.0% | $106,551-91.6% | $167,518-94.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.46% | 33.87%-13.4pp | 26.80%-6.3pp | 478.71%-458.2pp |
| Employer contribution / active EE | $1,638 | $3,427-52.2% | $2,819-41.9% | $4,838-66.2% |
| Participant deferral / active EE | $1,638 | $5,088-67.8% | $4,398-62.8% | $6,342-74.2% |
| Admin fee / account holder | $201 | $11,228-98.2% | $7,408-97.3% | $12,312-98.4% |